Richard Bennett
Chief Investment Research Officer · Core Strategy Advisor
Richard Bennett brings over 30 years of financial-market research and investment management experience, with a long focus on U.S. equity markets, global macro trends, and asset allocation strategy.
Education
Bachelor of Science in Finance
Master's Degree in Financial Markets and Investment Research
Areas of Expertise
Macroeconomic analysis and global capital-market research
Equity strategy and quantitative investment modeling
Risk management, portfolio optimization, and derivatives hedging
Professional Experience
Previously with the investment management teams at Goldman Sachs and Morgan Stanley, covering equity research, asset allocation, and portfolio management
Led U.S. sector-trend research, portfolio risk assessment, and quant strategy development
Long engaged with fintech and AI applications in investing
Investment Philosophy
Data-driven analysis: surface opportunity through multi-dimensional data
Strict risk control: cut portfolio volatility with a disciplined risk system
Long-term value judgment: allocate by earnings quality and industry trends
Dynamic allocation: adapt portfolio structure to the market cycle
"Successful investing does not rest on a single market call — it rests on data-driven analysis, strict risk control, long-term value judgment, and dynamic asset allocation."
— Richard Bennett