Research & Insights

Q1 2022 – Quarterly Market Update

Q1 2022 – Quarterly Market Update

Q1 2022 – Quarterly Market Update Athos Capital Advisors The Fed is behind the curve and should be inclined to be more aggressive in tightening monetary policy Inflation is persistent – not “transitory” Interest rates have risen considerably and could continue to trend higher US 10 Year Yields...

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The Importance of Interval Funds in a Portfolio

The Importance of Interval Funds in a Portfolio

What are Interval Funds Interval Funds are an investment vehicle available to sophisticated investors (either accredited investors or those who work with a Registered Investment Advisor) that are similar to mutual funds but only allow investors to redeem their investment quarterly. The lower...

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The Importance of Fixed Income in a Portfolio

The Importance of Fixed Income in a Portfolio

Investing in fixed income is one of the most important parts of portfolio construction, yet it is often overlooked and misunderstood by individual investors.  Fixed income investments are a powerful tool for achieving a portfolio’s objective, serving as the main counterbalance to equities when...

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Dollar Cost Averaging – What is the best approach?

Dollar Cost Averaging – What is the best approach?

Dollar cost averaging is a common investing approach that has proven itself over long time periods.  Put simply, dollar cost averaging means consistently and systematically investing money into an investment. One of the main benefits from dollar cost averaging is that it removes emotion from the...

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The Importance of Interval Funds in a Portfolio

The View From Mount Athos – 2021 Outlook

The View from Mount Athos Investment Newsletter – January 2021 2020 was a wild year.  As we all know, the first global pandemic in one hundred years swept across the planet, ravaging societies and accelerating a number of important trends.  Pandemics are not unprecedented in history.  As Niall...

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