Julex Capital Awarded Top Guns Designation by Informa Financial Intelligence in Q4 2021

WELLESLEY, MA – March 8, 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 Q4 2021.

Dynamic Sector
PSN “TOP GUNS” RATING for Q4 Performance
in the ETF US Balanced Universe

Dynamic Multi Asset
PSN “TOP GUNS” RATING for 1-year Performance
in the ETF Global Balanced and Global/International Balanced Universes

Dynamic Income
PSN “TOP GUNS” RATING For 1-Year Performance
in the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income Universes

TrueAlpha™ Small Cap
PSN “TOP GUNS” RATING and BULL/BEAR MASTERS for Three-Year Performance
in the Small Cap Value 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 our tactical strategies as top performers. Heightened inflation, rising interest rates, expensive market valuation and geopolitical conflict have escalated the risk of a significant market downturn. Tactical strategies like Dynamic Sector, Dynamic Multi Asset and Dynamic Income, which are designed to limit downside risk in a prolonged bear market, will help investor to navigate the volatile market environment.”

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.

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 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.

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.

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.


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