AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
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.
We are experiencing a new peak in the rhetoric around trade, geo-politics, the economy and the business cycle. We have also seen increased market volatility. It can be hard to know when to be concerned and when to tune out the noise. Having a consistent framework for viewing markets with a long-term perspective can be a valuable tool to help avoid costly behavioral mistakes. While there may be a heightened sense of fear in the headlines, based on our Market View, there is no reason to sound the alarm.
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: firstname.lastname@example.org