Investing In The New Economic Era Today

Combining Flexibility

with Opportunity

Bennett Group of Funds integrates a forward-looking view of investing with flexibility and market experience by seeking value around the world instead of simply focusing on domestic stock prices. Since 1987, our Chief Investment Strategist has gained experience managing individual and corporate money, adopting a global perspective that has been key from the start. Focusing on global liquidity and undervalued world-wide opportunities is how this critical experience has become a core discipline of the Bennett Group of Funds investment strategy.

“In this complex world of interconnected global economies, we focus on the factors leading to growth: local markets about to take off, natural resources supply and demand, and dynamic currency markets. With this focus, we take a research-based and data-driven approach that is key to the way we manage portfolios. We focus on growth opportunities that many people do not have in their traditional mutual fund portfolios, and it is these very growth opportunities that will be increasingly important to future value creation.”

— Dawn Bennett, Chief Investment Strategist and Portfolio Manager for Bennett Group of Funds