AthenaInvest Global Tactical ETFs Delivers Consistent Top-Decile Performance

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18 Consecutive Quarters of 5-Star Performance Proves Importance of Behavioral Approach

“With 18 consecutive quarters of 5-Star Overall ratings as of first-quarter close, and with consistent top-decile rankings, our behavioral approach has made its mark in the tactical space,” 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 received another 5-Star Overall rating by Morningstar and continues to be a category leader in the 331-member Tactical Allocation category as of 3/31/19. Returns were in the top decile for 1, 3 and 5 years.

“With 18 consecutive quarters of 5-Star Overall ratings as of first-quarter close, and with consistent top-decile rankings, our behavioral approach has made its mark in the tactical space,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

Long-term returns for the Athena Global Tactical ETFs portfolio are nearly double the Tactical Allocation category averages. In addition, the portfolio has outpaced its MSCI ACWI benchmark for 1, 3 and 5 years and since inception.

The Athena Global Tactical ETFs portfolio aims to deliver long-term capital growth and is designed to enhance returns by making portfolios more responsive to market changes.

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 with its ability to move to cash. Its unique investment strategy relies on AthenaInvest’s patented research which measures macro-level crowd behaviors. These behavioral currents are used to determine the best markets and levels of exposure.

“We believe in the long-term benefits of equities and take a high-conviction approach to tactical investing. We identify and then are fully invested in what we believe to be the most attractive markets at any given point in time,” added Dr. Howard when asked about their success. “Unlike other tactical managers, we don’t invest in many different asset classes with small percentages.”

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

The Athena Global Tactical ETFs portfolio is one of several behavioral strategies managed by AthenaInvest. For 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 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 an SEC Registered Investment Advisor.

Media Inquiries
Pamela Saunders
(415) 254-7169

© 2019 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.


Morningstar Ratings™ are based on risk-adjusted performance as of 12/31/2018. 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.

© 2019 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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