Call 1.866.825.3005 for more information
- Education Reinman School of Finance, Daniels College of Business
- Qualifications Ph.D
- Company Name AthenaInvest
-
Website
http://www.athenainvest.… - 7730 East Belleview Avenue Suite AG-12 Greenwood Village Colorado United States 80111
- Company website with additional …
AthenaInvest
Investment Advisor
Athena captures leading equity manager skill by using Strategy Based Research to identify the Best Investments of the Best Managers. Portfolios are managed C. Thomas Howard, Ph.D. AthenaInvest is an SEC registered investment advisor founded in 2005.
Investment process
Strategy Based Investing - Investing based on how investment managers actually make money. AthenaInvest groups equity managers into relevant strategy peer groups and ranks them and their investments. Managers with a consistent well defined strategy and high conviction - rate high. Similarly stocks held by highly ranked managers with high conviction - rate high.
Investment models
-
Athena US Equity
See full details- Approach Fundamental
- Asset class Equity
- Cap Bias Small caps
- Geography US
Performance-
2.4%30 day
-
-4.5%365 days
-
6.1%S.I.
Monthly vs S&P500-3.8% 12 months
-
Athena Dividend Income
See full details- Approach Fundamental , Yield Focus
- Asset class Equity , REITs
- Geography US
Performance-
-1.2%30 day
-
-0.6%365 days
-
16.0%S.I.
Monthly vs S&P500-0.7% 12 months
-
Athena International Equity
See full details- Approach Fundamental
- Asset class Equity
- Cap Bias Large caps , Mid caps
- Geography World ex US
Performance-
6.9%30 day
-
-19.2%365 days
-
0.7%S.I.
Monthly vs S&P500-23.2% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Looking for yield? 4 Covestor models to consider
18 May 2011
show more