Julex Capital Awarded Top Guns Designation by Informa Financial Intelligence in Q1 2021

WELLESLEY, MA – May 21, 2021 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q1 2021.

TrueAlpha™ Small Cap
for Three-Year Performance
in the Small Cap Value Universe

Dynamic Income
For Q1 and 1-Year Performance
in the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income Universes

Multi-Factor Real Estate
for Q1 Performance
in the REIT Universe

Dynamic Emerging Market
for Q1 Performance
in the ETF International Equity Universe

“We are pleased to be recognized as a ‘Top Guns’ manager by Informa Financial Intelligence,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital.  “Especially, we are excited to have multiple strategies as top performers. Our TrueAlpha™ Small Cap Strategy is rated as one of the Bull/Bear Masters which have successfully captured more market upside but less market downside over the  last three years. In the current low interest rate environment, our Dynamic Income Strategy offers a great solution for investors who search for higher income without taking too much risk. Our Multi Factor Real Estate Strategy provides an opportunity for an inflation hedge as inflation potentially accelerates in the neart-term. In the long run, real estate has a significantly positive correlation with inflation.”

TrueAlpha™ Small Cap is a quantitative small cap strategy aiming to deliver “true” stock selection alpha unrelated to risk factors such as value, size or momentum. It normally invests in 20-40 undervalued and high-quality stocks with high profitability and safe balance sheets. The strategy strives to outperform the Russell 2000 Index with a high active share.

Dynamic Income is a tactical multi-asset high-income strategy that seeks to achieve a better return and higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The strategy can include ETF, ETN, or index fund investments in income-producing asset classes including dividend-paying equities, real estate, high-yield bonds, emerging market bonds, and U.S. Treasury bonds.

Multi Factor Real Estate Strategy aims to deliver both income and capital growth by investing in REITs and real estate stocks. We use a quantitative model to select a concentrated portfolio of stocks with strong momentum, attractive valuation, smaller size and lower leverage to generate excess returns over the real estate benchmark.

Dynamic Emerging Market is a tactical emerging market strategy that seeks to achieve better returns than the MSCI Emerging Market Index over a full market cycle. The strategy allocates its portfolio between 100% in various emerging market country ETF’s and 100% in fixed income or cash depending upon the risk environment.


Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors.

Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.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.

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.