“Through our unique multi-factor approach, the portfolio has delivered during a period where very few active managers have,” comments C. Thomas Howard, PhD, CEO and Chief Investment Officer at AthenaInvest.
DENVER (PRWEB) October 16, 2018
AthenaInvest, (http://www.AthenaInvest.com) the leader in Behavioral Portfolio Management, today announced that the Athena Managed Equity portfolio has received a 4-Star rating as of 6/30/18 in Morningstar’s 277-member Tactical Allocation category and has outperformed its benchmark since inception.
The portfolio differs from most equity portfolios in the way it aims for growth and income by combining deep value and dividend stocks along with tactical market exposure. With the portfolio’s tactical market rotation strategy, it is designed to deliver performance in a variety of market conditions and is managed using Athena’s patented behavioral research.
“Adding a tactical tilt to value and dividend-oriented stock selection helps advisors and investors stay invested in high-conviction active management equity strategies,” comments C. Thomas Howard, PhD, CEO and Chief Investment Officer at AthenaInvest. “Through our unique multi-factor approach, the portfolio has delivered during a period where very few active managers have.”
The Athena Managed Equity 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.
© 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.
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE PERFORMANCE.
Morningstar Ratings™ are based on risk-adjusted performance as of 6/30/2018. 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 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.