Athena International Equity Funds

Investment Philosophy

Athena Strategic Mutual Fund Portfolios feature a strategy diverse set of highly rated mutual funds within a broad equity asset class. The portfolios uses patented behavioral research to measure equity manager and investor behavior to determine manager selection and strategy allocation. Athena identifies the most attractive mutual funds based on manager behavior including investment strategy, consistency and conviction. Strategy allocation is based on the most attractive long and intermediate term strategies. Institutional portfolio management techniques are used to manage and monitor investments on an ongoing basis.

Investment Strategy

The portfolio invests in a strategic allocation of international equity mutual funds selected using Athena’s patented behavioral research and diversified among the most attractive equity strategies. The portfolio invests only in truly active fund managers who consistently pursue a narrowly defined equity strategy and take high conviction stock positions as measured by Athena’s patented behavioral fund rating system.