WELLESLEY, MA – June 21, 2023 – 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 Q2 2022.
Dynamic Sector – PSN “TOP GUNS” RATING – for 1-year Performance in the ETF US Balanced Universe
TrueAlpha™ Small Cap – PSN “TOP GUNS” RATING – For 5-year performance in the Small Cap Value Universe
Dynamic Income – PSN “TOP GUNS” RATING – For 3-Year Performance in the Intermediate Core Fixed Income Universes
Dynamic Developed Market – PSN “TOP GUNS” RATING – For 1-year Performance in the ETF International Equity Universes
“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 our tactical strategies ranked as top performers. In the current environment of high inflation and a potential recession, tactical strategies will help investors navigate uncertain markets. It is also great to see our small cap strategy, which just reached its five-year anniversary, topped its peers and benchmark. Our quantitative stock selection model has been generated consistent and significant alpha in last five years.”
Dynamic Sector is a tactical US sector allocation strategy that seeks to limit losses during prolonged market downturns and maximize upside potentials in bull markets. The strategy rotates between the S&P industry sectors, styles, and bond investments. It is a flexible strategy that allocates the portfolio between 100% equity and 100% fixed income or cash depending upon the risk environment.
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 Value Index and Russell 2000 Index with high active shares and high tracking errors.
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.
Dynamic Developed Market is an international equity strategy that seeks to achieve better returns than the MSCI EAFA index with lower volatility and lower peak-to-trough drawdowns in a full market cycle. The strategy rotates among the country ETFs in the equity markets of developed economies. It has the flexibility of investing only in bond ETFs or/and cash equivalents in the negative market environment. It aims to deliver attractive total returns instead of managing against any particular benchmark.
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.firstname.lastname@example.org