BOSTON, MA – February 16, 2017 – Julex Capital Management, LLC., announced today that its Dynamic Income, Dynamic Sector and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager ranking database for Q4 2016. 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.
JULEX DYNAMIC INCOME
Informa Investment Solution’s PSN “TOP GUNS” status
Q4, 2016 for Recent Quarter and Three-Year Performance
ETF Fixed Income category
JULEX DYNAMIC SECTOR
Informa Investment Solution’s PSN “TOP GUNS” status
Q4, 2016 for Recent Quarter Performance
ETF US Balanced and US Balanced categories
JULEX DYNAMIC EMERGING MARKET
Informa Investment Solution’s PSN “TOP GUNS” status
Q4, 2016 for One-Year Performance
ETF International Equity category
“We are extremely delighted that three of our strategies were recognized with “Top Guns” status,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Since we started the firm four years ago, our Dynamic Sector and Dynamic Income strategies have been consistently ranked among top performers in their respective categories. This consistency validates our multi-input adaptive investment approach. Our strategies have provided efficient solutions to the two pressing issues investors are facing today: downside risk management in a bear market and income generation in a low interest rate environment.”
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.
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 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.
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.