Charlotte Bennett (female, 31 years old, British national)

Current Positions:
Senior Value Advisor, SentryBridge Capital
Head of ESG Strategy, SentryBridge Capital

Education:
Master of Science in Finance, London Business School (London Business School)
Bachelor of Science in Economics and Accounting, University of Bristol (University of Bristol)

Professional Experience:

2014 to 2017 | Research Analyst, Fidelity International

Based at the London headquarters, responsible for fundamental research on listed companies across Europe and North America. Focused on long-term value investing frameworks and corporate governance analysis. Participated in the development of cross industry valuation models.
During this period, began conducting in depth research on the relationship between ESG metrics and long-term corporate performance, providing sustainable investment recommendations to institutional investment teams.

2017 to 2021 | Independent Wealth Advisory UK Value Investment Advisor

Provided value investment advisory services to European family offices and long-term capital investors. Emphasized cash flow quality, governance structure, and sustainable competitive advantages, helping clients build resilient investment portfolios.
Also participated in multiple ESG investment research initiatives and collaborated with various institutions to advance the implementation of sustainable investment principles.

2021 to Present | SentryBridge Capital Senior Value Advisor and Head of ESG Strategy

Joined SentryBridge Capital to lead value investment strategy research and the development of a corporate fundamental analysis framework.

Led the company ESG strategic planning, systematically integrating environmental, social, and governance factors into the investment process.

Advanced innovation in responsible investing and long-term value investment, enhancing the depth of ESG research and expanding market influence.

Social Impact and Philanthropic Initiatives:

– During her professional career, launched the Women in Finance Development Program, providing career guidance and internship opportunities for female university students and early career professionals.

– Has long been involved with the United States ESG Public Welfare Alliance, committed to promoting the adoption and implementation of corporate social responsibility principles within the investment industry.

Core Expertise:

– Proficient in corporate financial analysis, industry research, and long-term asset allocation.

– Skilled in identifying high quality companies that are undervalued by the market, with a focus on sustainable growth and strong governance structures.

– Extensive practical experience in ESG investing, including environmental, social, and governance integration.

Investment Style:

– Advocates in depth research combined with long-term holding, with close attention to core competitive advantages and management quality.

– Emphasizes risk control and steady asset appreciation, with a preference for companies that maintain stable dividends and strong cash flow.

– Adept at identifying long-term opportunities arising from economic transformation and evolving consumer trends.

Personal Qualities:

– Detail oriented, patient, and highly communicative, with a strong commitment to protecting clients’ long-term interests.

Background:

– Born in Boston and raised on the East Coast, with a strong passion for corporate analysis and socially responsible investing.

Personal Statement:

“I have always believed that truly exceptional investing goes beyond financial returns and must also consider sustainable development and corporate social responsibility. SentryBridge Capital continues to innovate in value investing and ESG, integrating environmental, social, and governance factors into investment decision making. While delivering stable long-term returns for clients, we also contribute to positive transformation within the capital markets. Through professional research and investor education, we aim to help more investors discover and embrace long-term value.”