Athena Global Investors

Overview

Athena Global Investors is an independent investment firm based in Reston, Virginia, specializing in managing portfolios for institutional clients. The firm employs a disciplined, value-oriented approach to investing, focusing on delivering attractive risk-adjusted returns over full market cycles. Their investment strategies encompass equity, fixed income, and alternative investments, with a particular emphasis on U.S. companies across various sectors. The firm's investment approach is characterized by flexibility and discipline, aiming to balance growth of capital and income. They manage the Athena Value Fund, an All Cap Value Fund that invests predominantly in U.S. companies. The fund typically holds 20-30 stocks, focusing on long-term investments with lower turnover to reduce volatility and improve tax efficiency. The investment universe includes the Russell 3000 and all U.S. companies within its market capitalization range. Athena Global Investors is committed to providing comprehensive investment strategies, data analysis, portfolio management, fundamental research, and risk management services. Their disciplined approach and focus on value investing have established them as a reputable firm in the investment management industry.

Investment Focus

• Institutional clients
• Preference for long-term investment horizon