Julex Capital Awarded Top Guns Designation by Informa Financial Intelligence in Q3 2021

WELLESLEY, MA – November 18, 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 Q3 2021.

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

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

Dynamic Multi Asset
for 1-year Performance
in the ETF Global Balanced and Global/International Balanced Universes

Multi Factor Real Estate
For Q3 and 1-year Performance
in the REIT Universe

Dynamic Real Asset
for Q3 Performance
in the ETF US Balanced Universe

Dynamic Emerging Market
for Q2 and One-Year Performance
in the ETF International Equity Universe

Dynamic Developed Market
for Q2 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 continued to outperform as its quality and value approach helped generate consistent excess returns. In the current environment of low interest rates and heightened inflation, our Multi-Factor Real Estate Strategy offers a great solution for both inflation hedge and higher income. As US equities and bonds have become expensive, a global multi asset strategy like our Dynamic Multi Asset may have the potential to deliver better returns. Our Dynamic Income Strategy provides an opportunity for investors to get more income without taking too much risk.”

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.

Multi Factor Real Estate 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 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 Multi Asset is a multi-asset class strategy that seeks to achieve attractive returns regardless of market conditions by tactically positioning in various asset classes. The multi asset class strategy can include ETF, ETN, or index fund investments in U.S. and international developed market stocks and bonds, as well as gold, energy, commodities, emerging market securities, and real estate.

Dynamic Real Asset is a multi-asset class real return strategy that seeks to achieve better returns than a real asset benchmark which is composed of 50% commodity index and 50% TIPs Index. The multi asset class strategy can include ETF, ETN, or index fund investments in real asset classes including material and energy equities, real estates, MLPs, commodities, gold, and U.S. Treasury Inflation Protection bonds. It is a flexible strategy that can either be focused or diversified depending upon the risk environment. The strategy can be used by investors who want their assets outlast inflation.

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.