JULEX DYNAMIC INCOME
Informa Investment Solution’s PSN “TOP GUNS” status
Q3, 2016 for One-Year and Three-Year Performance
ETF Fixed Income category
JULEX DYNAMIC EMERGING MARKET
Informa Investment Solution’s PSN “TOP GUNS” status
Q3, 2016 for One-Year Performance
ETF International Equity category
BOSTON, MA – November 16, 2016 – Julex Capital Management, LLC., announced that its Dynamic Income and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database today. Julex Capital is an innovative investment firm offering tactical/risk managed solutions that aim to deliver consistent returns by minimizing the downside while maximizing the upside potentials.
“Once again, our strategies were recognized as “Top Guns” performers,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Since we started the firm four years ago, the Dynamic Income strategy has been ranked among top performers in its respective category almost every quarter. In the current low interest rate environment, the strategy seeks to provide both higher income and capital preservation. Our Dynamic Emerging Market offers an alternative way to gain EM equity exposures with the benefit of potential downside management.”
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 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.
The Julex Dynamic Emerging Market Strategy is a tactical emerging market country rotation strategy that seeks to deliver upside participation in the EM equity markets while limiting the downside exposures during the market downturns. It strives to achieve better returns than MSCI EM Index over a full market cycle with lower volatility and peak-to-trough drawdowns. The strategy invests in exchange traded products (“ETPs”) of emerging market countries and provides a liquid alternative solution to investors who are interested in gaining an EM exposure.
If you are interested in more information, please call us at 617-261-8557 or visit our website: www.julexcapital.com.
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About PSN Database
PSN database is provided by Informa Investment Solutions (IIS) and is the longest-running database in North America. IIS is a leading software and service provider to financial institutions and investment professional. The PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups through rigorous screenings. It awards the Top Guns status every quarter to the top 5 or top 10 performers within one or more peer groups. In its database, PSN tracks more than 2,000 money management firms and over 12,000 investment products. For more information, visit: www.informais.com
* 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.
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.