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Home > Financial Services > Mutual Funds > Santa Barbara Group
Santa Barbara Group
Santa Barbara Group Fund was established in 1980 as a community foundation by a group of individuals who shared a vision of a just and humane society, and wanted to offer our community an alternative concept in benevolence. The Fund is dedicated in finding solutions to current and emerging social problems and issues that challenge our society as a whole. Since its inception, the fund has awarded over 2.8 million dollar to more than 600 projects.
Santa Barbara Group provides fund under the name Bender. The company provides many fund such as Bender Growth Fund, Bender Growth Fund seeks long-term capital appreciation. The fund normally invests at least 80 percent of assets in equity securities. Potential equity investments may include common and preferred stocks, and securities convertible into common stocks, such as convertible preferred, convertible debentures, or warrants. The management seeks to identify companies which have a higher than average rate of earnings growth on a sustained basis. The fund may also purchase high-quality short-term fixed-income securities as cash reserves for temporary defensive purposes.
The Bender Growth Fund is an actively managed mutual fund, which invests in a very similar manner as Robert Bender & Associates' managed account program. The fund targets high-quality growth equities with strong and enduring business models. Stocks in the Bender Growth Fund are selected using proprietary fundamental research focusing on the long-term prospects for each company. The Bender Growth Fund has consistently been rated as one of the best performing mutual funds for the past five years.
The fund works with more than 200 community groups each year providing technical assistance in the areas of fundraising, community organizing, media strategy, and organizational development. The fund regularly serves as an activist network center to promote coalition building among diverse groups and actively collaborates with other local foundations to strengthen the local non-profit community.
Their funds provide with a wide variety of investment styles all focusing on seeking attractive total returns over the long term.
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