NOVEMBER 2015

Athena’s President David Lynch Discusses Fixed Income in FA Magazine

Athena Capital Advisors’ President and Deputy Chief Investment Officer David Lynch provided commentary on the fixed income market as part of a feature article appearing in Financial Advisor Magazine.

The article, authored by John Coumarianos and appearing in the November 23 issue of Financial Advisor Magazine, explored best practices for bond investors in an environment marked by global recessionary pressures abroad and a potential rising-rate environment in the U.S.

As a manager of managers, Lynch highlighted that the tax benefits inherent to municipal bond exposure make munis attractive, particularly for higher grade issues, and among corporate bonds, Lynch cited that opportunities remain in the high yield market, though patience is required as volatility grows. “Good managers can find good bonds,” Lynch highlighted.

Read the full article, “Best Bets,” here.

David oversees all of Athena’s investment management and business functions, with particular focus on integrating strategy across asset classes, prioritizing research initiatives, and addressing client-specific requests. As a member of the Investment Committee, he helps guide Athena’s asset allocation, manager selection and portfolio construction processes. David has been a key contributor to Athena’s business leadership and growth since joining the firm in 2004.

Athena is known for the depth and experience of its investment research and risk management team, which sources global investment opportunities across most asset classes, and is supported by a quantitative research team that maintains proprietary portfolio construction, risk management, and monitoring models.