Athena Behavioral Tactical Fund Class I (ATVIX)

Overview

The fund described is an investment vehicle designed to take advantage of global market opportunities by investing across domestic, foreign, and emerging markets. Its investment strategy is unconstrained, meaning it doesn’t limit itself to a specific geographical region or market. The fund's objective is to achieve superior returns by identifying markets with the most attractive expected returns, guided by macro-level behavioral indicators. These indicators are used to gauge investor preferences for various investment strategies and return factors, allowing the portfolio management team to make informed decisions on where to allocate resources. This strategy takes a global view, aiming to capitalize on the unique opportunities presented in different markets due to varying economic conditions and investor behaviors.

Products and Services

• Investment Exposure to Global Markets:

  The fund provides investors with the opportunity to gain exposure to a diversified portfolio that spans domestic, foreign, and emerging equity markets. This broad market reach is designed to hedge against regional volatility and capitalize on global growth opportunities.

• Unconstrained Investing Strategy:

  Unlike many funds that are bound by specific market indices or geographical constraints, this fund employs an unconstrained investment strategy. This means the portfolio managers have the flexibility to invest in any market or sector they believe offers the most attractive expected returns, without being restricted to a predetermined set of investments or regions.

• Behavioral Indicator Analysis:

  The fund's strategy heavily relies on the use of unique market behavioral indicators. These indicators assess macro-level investor preferences for different investment strategies and return factors. By understanding these preferences, the portfolio managers aim to predict market movements and allocate the fund’s resources to positions that are poised for growth.