BOSTON, MA – October 6, 2015 – Julex Capital Management, LLC, an investment firm offering tactical risk-managed investment solutions that aim to minimize the downside losses while preserving the upside potential, today announced that the Julex Dynamic Income Strategy has celebrated its three year anniversary. Since its inception in October 2012, the strategy was ranked a “Top Guns” performer six times by Informa PSN in the Intermediate Bond or ETF Fixed Income categories. It was also ranked among “Top Performing Managers” four times in the Intermediate Bond category by Pension and Investments.
“We are delighted to be hitting the three year mark at a time when the Fed is about to raise interest rates,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “The multi asset high income investment approach we are utilizing has the potential to deliver significant excess returns against a traditional bond portfolio, especially in rising interest rates environment. In last three years, the strategy has proven to perform well in both rising rate (during 2013) and falling rate (during 2014) environments. For investors who are seeking both higher income and stability, the Julex Dynamic Income serves as a good complement to fixed income allocation.”
The Julex Dynamic Income Strategy is a multi-asset tactical income strategy that seeks to achieve better returns than the Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns. The strategy invests in exchange traded products (“ETPs”) of income-producing assets including dividend-paying equities, preferred shares, real estate, bank loans, high yield, emerging market, corporate and Treasury bonds. We utilize a unique Adaptive Investment Approach to position in the high-yielding assets tactically to provide stability. The strategy can be utilized as a good enhancement to a fixed income allocation. Since inception from October 1, 2012 ended September 30, 2015, the Dynamic Income strategy produced a gross annualized return of 3.8% versus the Barclays U.S. Aggregate Bond Index of 1.6%.*
If you are interested in more information, please call us at 617-535-7540 or visit our website: www.julexcapital.com.