Athena

AthenaInvest was granted its second U.S. patent (8,352,347) on January 8, 2013. Our first U.S. patent (7,734,526), issued June 8, 2012, covers the fund strategy identification methodology and algorithm. This second patent extends protection to our stock strategy categorization, fund … Continue reading

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The Market Barometer remains normal. The S&P 500 extended its January gains in February, rising another 4.3% during the month. The international MSCI EAFE Index moved higher with a 5.7% increase for the month. In February, the average US active … Continue reading

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The Market Barometer remains normal. The S&P 500 rose 4.5% in January while the international MSCI EAFE Index moved higher with a 5.3% increase for the month. Average US active equity fund returns posted a 5.7% gain while international active … Continue reading

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The Market Barometer remains normal. US equity markets moved slightly higher in December with the S&P 500 posting a 1.0% gain while the international MSCI EAFE Index lost -0.9%. Average US active equity fund returns posted a -0.3% loss while … Continue reading

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The Market Barometer remains normal. US equity markets did little in November with the S&P 500 posting a -0.2% loss while the MSCI EAFE Index saw a larger decrease of -4.9%. Average US active equity fund returns underperformed slightly while … Continue reading

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