BOSTON, MA – May 16, 2018 – Julex Capital Management, LLC. announced today that its Dynamic Sector strategy was recognized with “Top Guns” designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q1 2018.
JULEX DYNAMIC SECTOR
Informa Investment Solution’s PSN “TOP GUNS” Status
for One-Year Performance
ETF US Balanced Universe
Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.
“We are delighted to be recognized as a “Top Guns” manager by Informa Investment Solution,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “The Dynamic Sector strategy have been delivering strong performance to our clients over last five years. Being consistently ranked among the top managers provides a strong validation for our unique adaptive investment approach. In the current environment of high valuation, rising interest rates and trade tensions, tactical strategies like ours offer effective solutions to manage downside risks while preserving the upside potentials if the current nine-year old bull market continues. “
The Julex Dynamic Sector Strategy is a U.S. equity sector/style and bond/cash rotation strategy that seeks to provide downside risk management while maximizing upside participation. It strives to achieve better returns than the Dow Jones Moderate U.S. Index and S&P 500 Index over a market cycle with lower volatility and peak-to-trough drawdowns. The strategy is 100% tactical and can be utilized as a portfolio overlay to reduce risks and enhance returns in the long run.
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 Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
About Julex Capital Management
Founded by industry veterans, Julex Capital Management, LLC is a tactical investment management firm dedicated to creating innovative solutions for institutions, investment advisors and individuals. Julex offers a variety of dynamic risk-managed investment strategies that are designed to deliver consistent returns with low volatility and drawdowns in both bull and bear markets. Its current strategies include equity sector rotation, multi asset, income, real asset, international equity and absolute returns.
Adaptive Investment Approach
After the great recession in 2008, more and more investors have moved away from “buy-and-hold” to a more tactical approach to portfolio management. Julex Capital Management pioneers an Adaptive Investment Approach to help investors to limit downside risks while participating in market upsides. The adaptive investment approach, under which investors can adjust their investments to reflect economic regimes, ongoing market trends or market volatility, has the potential to deliver consistent returns in both bull and bear markets by dynamically positioning in the asset classes perceived to have the best returns. To know more about the approach, please read our thought leadership piece.