AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
The last few years in the market have been as good as it gets with strong economic growth, increasing profitability, low volatility and surging markets. Everyone wants to know how long will the party last and what will the market do next? As the table below shows, there is little mystery regarding the new year’s expected return.
Since the 2009 financial crisis, value investing has struggled to keep up with the broad market and had an even tougher time keeping pace with high-flying growth stocks. This long stretch has led investors to consider dumping their value investments for passive indexing or growth strategies. We think a little long-term perspective is needed and dumping value for growth now could be a costly mistake.
Access and choice are not always a good thing. Investing has become too complex and overwhelming, with a myriad of choices and the endless stream of information that accompanies them. This is further compounded by the ease with which investments can be bought and sold. Confronted with this, many investors become paralyzed or impulsively buy and sell, in an elusive attempt to keep up.
Get our current take on the markets and economy with Athena Market View. This interactive application is updated monthly with perspectives from Behavioral, Economic, Valuation and Technical viewpoints.
Concentrated equity portfolio managed with a unique combination of traditional value and behavioral approaches.
High-dividend equity portfolio managed with a unique behavioral approach.
ETF managed portfolio designed to invest in the right market at the right time.
“Best of Athena” diversified equity portfolio managed with a unique behavioral investment approach.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 365-NGreenwood Village, CO 80111
Phone: (877) 430-5675Fax: (303) 721-6294Email: firstname.lastname@example.org