SBI Portfolio Overview
| Date Updated: 06/30/2010 |  Download Summary Portfolio Overview |
SBI Portfolios are the only investment instruments available today that take advantage of the powerful SBI Methodology. AthenaInvest offers an array of portfolios to suit the advisor's active equity needs.
SBI Mutual Fund Portfolios
Each SBI Mutual Fund Portfolio holds 10 active equity mutual funds. Unlike other "Fund of Fund" offerings, AthenaInvest invests in mutual funds that are highly rated in the SBI Methodology, regardless of fund family. AthenaInvest actively trades active managers and does not engage in fee sharing with fund companies.
SBI AlphaIQ Stock Portfolios
The SBI AlphaIQ 20 Stock Portfolios are concentrated portfolios consisting of 20 stocks each. These portfolios hold stocks that are most uniquely held by the top equity mutual fund managers in the SBI Methodology. In essence, these portfolios represent the best ideas of the best managers.
SBI Pure Portfolios
SBI Pure Portfolios represent the essence of Strategy Based Investing in practice. By relentlessly pursuing their stated strategy and focusing on their best idea concentration, managers of SBI Pure Portfolios generate results worth looking at.