Bennett Group of Funds
Dynamic & Flexible
An Investment Strategy for Changing Times
The Bennett Group of Funds team has managed money through numerous global markets cycles, including periods of high volatility and rapidly changing market movements.
The Bennett Group of Funds portfolio team, led by Chief Investment Strategist, Dawn Bennett, constantly scans for new market opportunities and evaluates trends and movements in markets, sectors and individual investment opportunities on a global basis. Investing in this New Economic Era requires constant attention to the factors driving markets, and a forward-thinking and disciplined process to determine what we believe to be the best performing asset classes in which to invest.
The portfolio investments are focused on finding value throughout the spectrum of global opportunity. When it comes time to allocating monies to asset classes, and selecting the best choices for each of the asset classes, the portfolio construction is a highly transparent and efficient one from start to finish. That is because the Bennett Group of Funds employ a “fund of funds” structure: the portfolios consist primarily of U.S.-regulated open-end mutual funds, exchange-traded funds and high-quality bonds.
There are two different Bennett Group of Funds to accommodate a variety of investor risk preferences, from conservative to aggressive. Each of the Funds benefit from the same investment expertise, the same research-driven approach, the same transparent structure, even though the full range of asset classes and the allocations or weightings to those classes differ between the four Funds.