Julex Capital Awarded Top Guns Designation by Informa Financial Intelligence in Q1 2024

WELLESLEY, MA – May 23, 2024 – 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 Q3 2023.

Large Cap Plus
For 3-year Performance in the Large Cap Universes

Dynamic Income
For Q1, 1-year and 3-year Performance in the Core Fixed Income 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,  “Option overlays are a great way to add excess return and generate income for a portfolio. Using option strategies on top of a large cap ETF helped generate over 6% alpha (annualized) for our Large Cap Plus strategy in last three years. As investors always look for retirement income solutions, our multi-asset income approach in the Dynamic Income portfolio offers a reliable way to achieve higher-than-average income.”

Large Cap Plus is designed to take advantage of the mispricing due to hedging needs and investor behavior biases in the option markets. The demand for protection results in two significant structural inefficiencies in option markets: (1) The option implied volatility is consistently higher than realized volatility; (2) The option markets normally price in more downside risk than realized. We believe that these inefficiencies will persist over time and offer opportunities for us to generate additional income, structure an inexpensive hedge, and add incremental return to any existing portfolios. 

Dynamic Income is a multi-asset high-income strategy that seeks to achieve higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and  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. It is a flexible strategy that can be either focused or diversified 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.

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