AthenaInvest Global Tactical ETFs Unsurpassed in Tactical Allocation Category

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Behavioral Strategy Ranked #1 for One-Year and Ten-Year Performance by Morningstar

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“As active managers, we have shown that markets are driven by emotional crowds,” comments Dr. Howard. “The deep behavioral currents identified through the lens of our behavioral market barometers reveal unique investment opportunities.”

AthenaInvest, Inc. (AthenaInvest.com), the leader in Behavioral Portfolio Management, announced that the Athena Global Tactical ETFs portfolio achieved the #1 ranking in the Tactical Allocation Category for one-year and ten-year performance as of 3/31/21. The portfolio received a Morningstar 5-Star rating for 1, 3, 5 and 10 years along with an Overall 5-Star rating for 26 consecutive quarters, as of 3/31/21. The portfolio has also outperformed its benchmark for 1, 3, 5, 10 years, and since inception as of 3/31/21.

“With the #1 ranking for 1 and 10-years, 26 consecutive quarters of 5-Star Overall ratings as well as top-decile rankings for 1, 3, and 5 years, our behavioral approach stands out in the Tactical Allocation category,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer of AthenaInvest.

“As active managers, we have shown that markets are driven by emotional crowds,” comments Dr. Howard. “The deep behavioral currents identified through the lens of our behavioral market barometers reveal unique investment opportunities.”

The Athena Global Tactical ETFs portfolio is designed to be opportunistic as well as defensive, making overall portfolios more responsive to changing market conditions. The portfolio uses patented behavioral research and along with a unique market rotation strategy that invests in major global equity markets to capitalize on the most attractive market opportunities.

“Advisors typically use the strategy to systematically make their asset allocation more dynamic and to improve long-term results.” says Dr. Howard. "We are pleased to see the great performance, but more importantly, by using a disciplined approach, we have helped advisors keep their clients confidently invested in a wide range of market conditions.”

The Athena Global Tactical ETFs portfolio is available as a managed account and as a mutual fund. AthenaInvest offers a range of investment strategies, all managed with a Behavioral Portfolio Management approach.

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

Media Inquiries
Lambert Bunker
(303) 809-1367
pr@athenaInvest.com

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 behavioral investment strategies that seek to generate high performance with lower correlation to broad markets. 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 separately managed accounts, a mutual fund, and a private hedge fund.

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.
Morningstar Ratings™ are based on risk-adjusted performance as of 3/31/2021. 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.

© 2021 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 no guarantee of future performance.

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Lambert Bunker
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