Julex Capital Recognized as Top Guns Manager by Informa Investment Solutions for Q3 2017

Download the article in PDF

BOSTON, MA – November 16, 2017 – Julex Capital Management, LLC., announced today that its Dynamic Sector and Dynamic Income strategies were recognized with “Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q3 2017.

Informa Investment Solution’s PSN “TOP GUNS” Status
for One-Year and Three-Year Performance
ETF US Balanced Universe

Informa Investment Solution’s PSN “TOP GUNS” Status
for One-Year Performance in
Core Fixed Income Universe
for One-Year and Three-Year Performance in
ETF US Fixed Income 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.

“Once again, we are delighted to be recognized as “Top Guns” manager by Informa Investment Solution,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Both strategies have just passed five-year milestones and delivered strong performance to our clients. Being consistently ranked among the top managers over the years provides a strong validation for our unique adaptive investment approach. In the current environment of high valuation, rising interest rates and political uncertainties, tactical strategies offer efficient solutions to manage downside risks while preserving the upside potentials. ”

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.

The Julex Dynamic Income Strategy is a multi-asset tactical income strategy that seeks to provide high income as well as capital preservation. It strives to achieve better returns than the Bloomberg Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns. The strategy invests in exchange traded products (“ETPs”) of income-producing assets including dividend-paying equities, preferred shares, real estate, bank loans, high yield, emerging market, corporate and Treasury bonds. The strategy tends to perform well in both rising and declining interest rate environment and can be utilized as a good enhancement to a fixed income allocation.

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.


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.