WELLESLEY, MA – November 18, 2020 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, for Q3 2020.
TrueAlpha™ Small Cap
PSN “TOP GUNS” RATING
for One-Year Performance
in the Small Cap Value Universe
Dynamic Income
PSN “TOP GUNS” RATING
For Q3 Performance
in the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income Universes
“We are honored to be recognized as a ‘Top Guns’ manager by Informa Financial Intelligence,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Julex’s small cap stock selection model differs from other quant strategies in two important aspects. First, it aims to deliver alpha uncorrelated with conventional risk factors like value, size, or momentum. Second, it has the potential to outperform the benchmark significantly with a concentrated portfolio. In the current environment, the valuations of small cap stocks are much more attractive than those of large cap stocks. As the economy continues to recover and coronavirus vaccines may become available, there is very good chance for small cap stocks to outperform in the near term as well as in the long run.”
TrueAlpha™ Small Cap is a quantitative small cap strategy aiming to deliver “true” stock selection alpha unrelated to risk factors such as value, size or momentum. It normally invests in 20-40 undervalued and high-quality stocks with high profitability and safe balance sheets. The strategy strives to outperform the Russell 2000 Value Index and Russell 2000 Index with high active shares and high tracking errors.
Dynamic Income is a multi-asset high-income strategy that seeks to achieve a better return and higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The strategy can include ETF, ETN, or index fund investments in income-producing asset classes including dividend-paying equities, real estate, high-yield bonds, emerging market bonds, and U.S. Treasury bonds.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
“Congratulations to Julex Capital for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com
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Past performance is not indicative of future returns. The risk of loss in investments can be substantial. You should consult your financial advisor and consider carefully whether such investment is suitable for you in light of your financial situation.
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma