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.
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