AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
The decade closed with equities appreciating 257% and advancing in eight of 10 years in the 2010’s. But have the markets become so overvalued that the coming decade will bring low or even negative returns?
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.
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