10-Year Anniversary of AthenaInvest Global Tactical ETFs - Celebrates with 5-Star Overall Morningstar Rating

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Long-term Performance of Behavioral Tactical Approach in Top-Decile of Peer Group

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“There are very few strategies managed solely with a behavioral investment approach so it’s great for the industry to see a proven example with long-term performance in the top decile of its peer group.” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

AthenaInvest, (http://www.AthenaInvest.com) the leader in Behavioral Portfolio Management, today announced that the Athena Global Tactical ETFs portfolio recently celebrated ten years of operations. The portfolio’s ten-year performance as of 9/30/20 received a 5-Star Overall rating by Morningstar, out of the 291-member Tactical Allocation category. The behavioral tactical strategy has proven its value over the decade with the consistency of 24 consecutive quarters of 5-Star Overall ratings, since Morningstar has been tracking the portfolio in the Tactical Allocation category.*

The Athena Global Tactical ETFs portfolio employs a market rotation strategy with the goal of identifying and investing in the most attractive major global equity markets, using a unique market barometer based on investor behavior. The portfolio aims to deliver long-term capital growth and is designed to enhance returns by making portfolios more responsive to market conditions.

“There are very few strategies managed solely with a behavioral investment approach, so it’s great for the industry to see a proven example with long-term performance in the top decile of its peer group.” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

AthenaInvest has patented research capabilities which Athena Global Tactical ETFs utilizes to identify unique opportunities in broad equity markets by examining macro-level crowd behavior. By analyzing those behaviors, they identify deep behavioral currents that are driving market returns.

Over the last ten years, the portfolio has outperformed its benchmark with more upside capture and less downside capture, reflecting its flexibility and ability to manage performance and risk over the long run.

“We are encouraged to see that our dedication and confidence in our behavioral tactical approach has delivered positive returns for our clients since inception.” added Dr. Howard. “Particularly, how the Athena Global Tactical ETFs strategy has allowed advisors to create dynamic portfolios that have helped investors stay invested during this tumultuous year.”

Athena Global Tactical ETFs is one of several behavioral strategies offered by AthenaInvest and is also available as a mutual fund. The firm continues its leadership with one of the industry’s longest tenured behavioral portfolio management teams. The team manages registered funds, private funds and separately managed accounts.

For more information, please visit http://www.AthenaInvest.com or call (877) 430-5675.

About AthenaInvest Advisors LLC
AthenaInvest is a boutique asset manager that specializes in the application of behavioral finance to investment management. The firm offers actively managed equity and alternative strategies that seek to generate non-correlated performance. Led by C. Thomas Howard, PhD, AthenaInvest utilizes its deep academic foundation and patented behavioral research platform to identify unique investment opportunities. The firm offers strategies in registered and private funds and separately managed accounts.

Media Inquiries
Pamela Saunders
(415) 254-716

© 2020 by AthenaInvest, Inc. All Rights Reserved
Protected by US Patents 7734526, 8352347, 8694406 and Singapore Patents 150371 and 184692 and Taiwan (R.O.C.) Patent 200829170.



*Overall Morningstar Rating™ for Athena Global Tactical ETFs as of September 30, 2020, rated against 291 Tactical Allocation Funds.

Morningstar Ratings™ are based on risk-adjusted performance as of 9/30/2020. The Morningstar Rating™ for a strategy is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. For each strategy with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly performance (including the effects of applicable fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of strategies in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star.

© 2020 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

It should not be assumed that recommendations of AthenaInvest made herein or in the future will be profitable or will equal the past performance records of any AthenaInvest investment strategy or product. There can be no assurance that future recommendations will achieve comparable results. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives and financial circumstances. You should consult with a qualified financial adviser, legal or tax professional regarding your specific situation. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

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