AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
One of the underappreciated aspects of active management is the ability to build a well-curated portfolio of mutual funds that pursue unique investment strategies. The chart below shows the aggregate performance of ten active US equity strategies over the last thirty-eight years. Allocating to the top strategies and avoiding the bottom strategies can dramatically improve long-term performance.
It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Even though we all know market fluctuations are a normal part of equity investing, large market declines can be scary because they often happen rapidly and feel random.
Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more. Investment managers also require long time horizons to deliver on their investment thesis.
Tactical market rotation strategy designed to invest in the right market at the right time.
Focused deep-value strategy designed to generate long-term performance.
Multi-factor behavioral strategy designed for growth and income in diverse market conditions.
High-dividend equity strategy designed to provide sustainable income with less capital.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 365-NGreenwood Village, CO 80111
Phone: (877) 430-5675Fax: (303) 721-6294Email: email@example.com