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Mark Bennett

Co-Founder, CEO, and Chief Investment Officer

 

Mark Bennett is Co-Founder, CEO, and Chief Investment Officer for Endowment Research Group. He is Chair of the firm’s Investment Committee. He is responsible for setting direction of the firm, cultivating strategic partnerships, building strong portfolios, and generating exceptional deal flow for family offices and institutional investors.

 

Mr. Bennett specializes in seeking out and selecting top ten percent fund managers across a range of asset allocation strategies to balance growth, risk, and cash flows.

 

He co-manages multi-asset class endowment-style portfolios to allow significantly higher degrees of flexibility to opportunistically invest across asset classes, including stocks, credit, hedge funds, leveraged buyouts, growth equity, venture capital, real estate investment trusts, business development companies, distressed credit, infrastructure, oil & gas, commodities, farmland, and timber.

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In other roles, Mr. Bennett is the Founder & CIO of Sustainable Advantage Group, a long-biased hedge fund which has produced top 1% performance among all institutional investors in consecutive years in 2017, 2018, and 2019 (as of June 30). Years earlier, out of graduate school, he made a private later-stage software investment that has achieved a thirty-five fold increase in valuation and a compounded annual growth rate of over 40%. He also serves on the board of directors of several other privately-owned businesses and non-profit organizations. 

 

Mr. Bennett is frequently invited to be a speaker at industry investment conferences and family office events internationally. He is a member of the Palm Beach Hedge Fund Association and the Association for Corporate Growth (ACG) in New York. 

 

Mr. Bennett earned his B.A. in Economics from the University of Notre Dame, where he graduated with honors. He holds a master‘s degree from the University of Cambridge Judge Business School, where he graduated with honors.