October 2011

Howard Presents at Colorado FPA, Endowment Forum

Posted on October 12, 2011 by Andrew

Tom Howard, PhD  spoke about “Capturing Alpha” at the FPA® of Colorado 2011 Financial Planning Symposium in Denver, CO. Selecting active equity mutual funds using past performance and style boxes doesn’t work. Professor Howard reviewed the shortcomings of these criteria … Continue reading →

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Athena Perspectives – October 2011

Posted on October 12, 2011 by Andrew

The Market Barometer remains normal. Broad markets declined significantly in September, with US markets down 7.0% and International markets down 9.5%. Average US active equity fund returns were -9.0% and International active equity funds were -11.7% for September, both underperforming … Continue reading →

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Athena Focused Funds

Posted on October 6, 2011 by Andrew

AthenaInvest publishes Athena Focused Funds – US Active Equity. The Athena Focused Funds are some of the most strategy consistent and high conviction US active equity mutual funds available. These mutual funds have outperformed their strategy peers and demonstrate behavioral … Continue reading →

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