AthenaInvest Behavioral Tactical Strategy Reaches $300 Million Milestone

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Delivers 20 Consecutive Quarters of 5-Star Performance

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“Our unique investment strategy relies on patented research which measures macro-level crowd behaviors to determine the most attractive markets.” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

AthenaInvest, ( the leader in Behavioral Portfolio Management, today announced that the Athena Global Tactical ETFs portfolio closed 2019 with assets above $300 million, a major milestone for the firm. AthenaInvest attributes the portfolio’s growth to its consistent delivery of 5-Star returns. The portfolio has received Morningstar’s highest rating of 5-Stars Overall for 20 consecutive quarters as of 9/30/19, since Morningstar has been tracking the portfolio in the tactical allocation category.*

The appeal of the tactical strategy for many advisors aligns with their growing preference to create dynamic portfolios that can take advantage of opportunities in changing markets. AthenaInvest is proving the effectiveness of a behavioral investment approach to meet that goal.

The Athena Global Tactical ETFs portfolio is designed to enhance returns by making portfolios more responsive to market changes. The portfolio uses a market rotation strategy to invest in major global equity markets while also managing significant downside risk with its ability to move to cash.

“Our unique investment strategy relies on patented research which measures macro-level crowd behaviors to determine the most attractive markets," commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest. “Unlike other tactical managers, we don’t invest in many different asset classes with small percentages but instead focus on equity markets and exposure where we see substantial opportunities for outperformance.”

Athena Global Tactical ETFs, now in its tenth year 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, offering separately managed accounts and public and private funds.

For more information, please visit 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, offering strategies in separately managed accounts and public and private funds.

Media Inquiries
Pamela Saunders
(415) 254-7169

© 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.


*5-Star Overall rating is as of 9/30/19 in Morningstar’s 316-member tactical allocation category. Morningstar Ratings™ are based on risk-adjusted performance as of 9/30/2019. 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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