Athena Dividend Income Equity

Investment Philosophy

The Athena Dividend Income Equity Portfolio is a concentrated equity portfolio designed to generate current income through investments in high yield dividend-paying equities. In order to select the most attractive high yield equities, Athena uses patented bahvioral research to identify the best ideas of the best mutual fund managers. The portfolio then screens for the highest dividend yield payers from this universe. If an investor is willing to accept equity-like volatility, this portfolio can offer an attractive level of current income with considerably less capital committed when compared with diversified equity dividend portfolios or diversified bond portfolios. Athena believes that dividend paying equities offer an attractive alternative to fixed income portfolios when interest rates are below long-term historical averages.

Investment Strategy

The portfolio manager invests in high-dividend paying equities. Each month, stocks are screened and selected based on patented behavioral research. The research measures manager behavior, strategy consistency and conviction, and identifies stocks which are held in top relative portfolio positions within the equity mutual fund universe. The result is the best ideas of the best managers. High dividend stocks are then selected from this universe. Sector and strategy diversification are also employed to reduce risk.


AthenaInvest Advisors LLC
5340 South Quebec Street, Suite 320-S
Greenwood Village, CO 80111

Phone:   (877) 430-5675
Fax:        (303) 721-6294