WELLESLEY, MA – November 19, 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 2024.
Large Cap Plus
PSN “TOP GUNS” RATING
For 3-year Performance in the Large Cap Universes
Dynamic Income
PSN “TOP GUNS” RATING
For Q3, 1-year and 3-year Performance in the Core Fixed Income Universes
“We are honored 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 1 a powerful tool for enhancing portfolio returns and generating income. Our Large Cap Plus strategy, which employs option strategies on top of a large-cap ETF, has delivered over 6% annualized alpha in the past three years.As investors increasingly seek reliable retirement income solutions, our Dynamic Income portfolio offers a compelling multi-asset approach to achieving higher-than-average income.”
Large Cap Plus capitalizes on market inefficiencies, specifically the overpricing of options due to hedging demand and investor biases. This discrepancy between implied and realized volatility, coupled with the market’s tendency to overestimate downside risk, creates opportunities for us to:
- Generate additional income
- Structure cost-effective hedges
- Enhance the returns of existing portfolios
Dynamic Income is a flexible, multi-asset strategy designed to outperform the Barclay’s Aggregate U.S. Bond Index in terms of income, while maintaining comparable volatility and drawdown. The strategy invests in a diverse range of income-producing assets, including:
- Dividend-paying equities
- Real estate
- High-yield bonds
- Emerging market bonds
- U.S. Treasury bonds
By adapting to changing market conditions, we can optimize the portfolio’s exposure to different asset classes, striking a balance between income generation and risk management.”
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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