Athena Global Tactical ETF Earns Top Performance Ranking

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Leader in Behavioral Portfolio Management Portfolio Gets #1 Managed ETF Ranking

AthenaInvest ( is proud to announce that its Athena Global Tactical ETF portfolio delivered the strongest one-year returns in Morningstar’s Managed ETF Category for the period ending December 31, 2013. The portfolio also earned the number two position in the category for its three-year performance ending December 31, 2013. (1) Proving the merits of the firm’s Behavioral Portfolio Management approach the Portfolio’s track record is capturing advisor and industry attention.

The Portfolio also received “PSN Top Guns - Global Equity and ETF Global Equity“ recognition from the Informa Investment Solutions PSN manager ranking database, the longest-running investment manager database in North America. (2)

C. Thomas Howard, Ph.D., CEO and Director of Research at AthenaInvest heads up portfolio management for AthenaInvest. Dr. Howard has worked closely with the academic community for decades and his research yielded AthenaInvest’s patented research process which systematically analyzes behavioral factors in the markets. “Investment opportunities are readily available because markets are not as efficient as many believe,” comments Professor Howard. “The behavioral activity of multiple players in the market including investors, portfolio managers and analysts creates unique opportunities for us to generate portfolio returns.”

AthenaInvest uses a patented behavioral research process to identify the most attractive markets and capitalization ranges in which to invest on a global unconstrained basis. The Global Tactical ETF Portfolio allocates among U.S. large-cap equities, U.S. small-cap equities, international developed equities and cash. The investment process also includes the flexibility to use leverage and conversely move to all cash allowing for both opportunistic and defensive exposure, as determined by AthenaInvest’s market barometers which measure deep behavioral currents. “The strength of our market barometer readings was the basis for delivering great performance in 2013,” says Professor Howard.

AthenaInvest’s unique investment approach has continued to draw industry attention with record downloads of Professor Howard’s Behavioral Portfolio Management white paper and appearances by Dr. Howard at many Financial Advisor industry events.

For media inquiries requesting more information on AthenaInvest, please contact Lambert Bunker at (303) 809-1367 or Lambert.Bunker(at)AthenaInvest(dot)com. For financial professionals requesting more information, please visit or call (877) 430-5675.

About AthenaInvest Advisors, LLC
AthenaInvest is the industry leader in Behavioral Portfolio Management with a patented research process built on a deep academic foundation developed over 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, CEO and Director of Research. AthenaInvest analyzes persistent and predictive behavioral factors to build innovative investment strategies including concentrated equity, high-dividend equity and global tactical equity. AthenaInvest is a sub-advisor to AdvisorShares and ICON Advisers.

1. For more information, please visit

2. For more information, please visit

Headquartered in Greenwood Village, Colorado, AthenaInvest is a SEC Registered Investment Advisor.
Please visit for additional information.
© 2014 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347 and Singapore Patent 150371.

Past performance is no guarantee of future performance.

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Lambert Bunker
+1 303-809-1367
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Pamela Saunders