ATHENA CAPITAL Overview

Athena Capital Advisors Llc is an investment advisor that manages 5.9 BN dollars in regulatory AUM and has 47 employees, of which 29 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/09 to 09/30/16. The fund's latest filing disclosed 117MM in positions, representing 2% of the manager's regulatory AUM.

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ATHENA CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 35.56% ETF 1.56% 0% 0 29%
RAI 8.33% Cons. Staples 15.97% 1.74% 0 11%
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FEATURED IN
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ATHENA CAPITAL Founders and Key Employees

Name Title In Position Since
Lisette S. Cooper Founder, Ceo, Cio December-2007
Leonard L. Lewin Managing Partner & President, General Counsel January-2010
Anne Marie Towle Managing Partner January-2010
David S. Lynch Managing Partner January-2010
Zung T. Nguyen Managing Director January-2013
Dana K. O'Brien Vp Legal Affairs, Chief Compliance Officer January-2015
Katharine M. Huntington Managing Director February-2015
John H. Tyler Managing Director February-2015

ATHENA CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

ATHENA CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Strategic Asset Allocation:


ACA builds investment portfolios that are based on long-term strategic asset allocations that seek to:

 Achieve ACA’s target investment return while balancing risk, return and minimizing
taxes;
 Be robust under foreseeable economic circumstances;
 Be well-diversified by type of market exposure and manager strategy; and
 Incorporate both historical and forward-looking expectations of asset and sub-asset class risk/return characteristics.

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Strategic target allocations serve as the foundation to managing client portfolios, but are just a starting point. Client portfolios often vary from strategic targets based on tactical shifts (as discussed below) or client-directed tilts to the portfolio.

Tactical Asset Allocation:


ACA seeks to enhance client portfolio returns by tac...
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ATHENA CAPITAL Portfolio Concentration

ATHENA CAPITAL Location

55 OLD BEDFORD RD
SUITE 302
LINCOLN, Massachusetts
UNITED STATES, 01773

ATHENA CAPITAL Contact Information

Phone Number: 781-274-9300
Fax Number: 781-274-9190
Website:

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