AthenaInvest’s Behavioral Tactical Allocation Portfolio Delivers Persistent 5-Star Performance

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AthenaInvest Global Tactical ETFs Consistently in Top 3% of Morningstar Category

“We believe the ability of our Global Tactical ETFs portfolio to consistently receive Morningstar’s 5-Star rating and deliver persistent outperformance demonstrates the effectiveness of our behavioral approach," comments 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 received a 5-Star overall rating by Morningstar and continues to be one of the top-ranked portfolios out of 283 strategies in the Tactical Allocation category as of 3/31/18.

Remarkably, the Athena Global Tactical ETFs portfolio has been rated 5-Stars overall in every quarter, 14 quarters in all, in which Morningstar has tracked its performance against the Tactical Allocation category. It has also consistently performed in the top 3% of its category for 1, 3 and 5-year performance as of 3/31/18, and has also outperformed its benchmark for those periods.

The portfolio uses a market rotation strategy that invests in major global equity markets to capitalize on market opportunities while also managing significant downside risk. Its unique investment strategy relies on AthenaInvest’s patented research which measures macro-level crowd behaviors. These behavioral currents are used to determine the most attractive markets and levels of exposure.

“As volatility returned in 2018, a growing number of Advisors are recognizing the importance of making their portfolios more responsive to changing market conditions,” comments C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest. “We believe the ability of our Global Tactical ETFs portfolio to consistently receive Morningstar’s 5-Star rating and deliver persistent outperformance demonstrates the effectiveness of our behavioral approach.”

Dr. Howard is a recognized leader in the application of behavioral finance for investment management and is the architect of the portfolio’s unique strategy.

The Athena Global Tactical ETFs portfolio is one of several behavioral strategies managed by AthenaInvest. For more information, please visit http://www.AthenaInvest.com 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 Chief Investment Officer. AthenaInvest analyzes persistent and predictive behavioral factors to build innovative investment strategies including value equity, high-dividend equity and global tactical equity. AthenaInvest is a sub-advisor to Princeton Fund Advisors and ICON Advisers. Headquartered in Greenwood Village, Colorado, AthenaInvest is a SEC Registered Investment Advisor.

Media Inquiries
Pamela Saunders
(415) 254-7169
Pamela.Saunders(at)AthenaInvest(dot)com

© 2018 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.
http://www.athenainvest.com

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.

Morningstar Ratings™ are based on risk-adjusted performance as of 3/31/2018. 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.

© 2018 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 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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Lambert Bunker
AthenaInvest
+1 303-809-1367
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Pamela Saunders

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