AthenaInvest’s Tactical Strategy Follows Behavioral Crowds to Earn Consistent 5-Star Performance

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Portfolio Enters its Tenth Year with 19 Consecutive Quarters of 5-Star Performance

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“This portfolio is entering into its tenth year and we’re very pleased with its long-term returns, ultimately ranking second and third respectively for 3 and 5 years in its category,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer with AthenaInvest.

AthenaInvest, ( the leader in Behavioral Portfolio Management, today announced that the Athena Global Tactical ETFs portfolio received Morningstar’s 5-Star Overall rating for its 19th consecutive quarter, continuing impressive leadership in the 310-member Tactical Allocation category as of 6/30/19. In the same period, the portfolio has matched or outpaced its MSCI ACWI benchmark and earned top decile rankings in 1, 3 and 5 years.

Athena Global Tactical ETFs is designed to make a portfolio more responsive to market changes and aims to deliver long-term capital growth.

“This portfolio is entering into its tenth year and we’re very pleased with its long-term returns, ultimately ranking second and third respectively for 3 and 5 years in its category,” commented C. Thomas Howard, PhD, CEO and Chief Investment Officer with AthenaInvest. “The since-inception returns are very strong, nearly doubling its benchmark for the period ending 6/30/19.”

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.

“We believe in the long-term benefits of being invested in the equity markets and our strategy is designed to help advisors and their clients stay invested,” added Howard. “For us, being responsive to market conditions does not mean active short-term trading like many other tactical funds. It means taking positions based on the medium-term investing trends of behavioral crowds.”

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 a 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 6/30/2019. 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.

© 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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