WELLESLEY, MA – Nov 23, 2022 – 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 2022.
Dynamic Multi Asset
PSN “TOP GUNS” RATING
3-year Performance
in the ETF Global Balanced and Global Balanced Universes
Dynamic Real Asset
PSN “TOP GUNS” RATING
1-Year Performance
in the ETF US Balanced Universe
Dynamic Emerging Market
PSN “TOP GUNS” RATING
For 3-year Performance
in the ETF International Equity Universes
Dynamic Developed Market
PSN “TOP GUNS” RATING
For Q3 and 1-year Performance
in the ETF International Equity and EAFE 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 global tactical strategies as top performers. As the recession risk has escalated as a result of the aggressive rate hikes, international equities may offer better opportunities to outperform.”
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 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 an Emerging Market strategy that seeks to achieve better returns than the MSCI Emerging Market Index over a full market cycle. The strategy allocates it’s portfolio between 100% in various emerging market country ETF’s and 100% in fixed income or cash depending upon the risk environment.
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.tobiasen@informa.com
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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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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