WELLESLEY, MA – May 21, 2019 – Julex Capital Management, LLC., announced today that its Dynamic Sector and Dynamic Developed Market strategies were awarded “Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q1 2019.
JULEX DYNAMIC SECTOR
“TOP GUNS” Status for the Three-Year Performance in the ETF US Balanced Universe
JULEX DYNAMIC DEVELOPED MARKET
“TOP GUNS” Status for the One-Year Performance in the EAFE and ETF International Equity Universes
Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN 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 Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.
“We are pleased to be recognized as a “Top Guns” manager by Informa Investment Solutions,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “In the current market environment where valuations are high, volatility is rising and the trade war with China is escalating, tactical strategies like ours can help investors mitigate the potential market downturns. ”
Julex Dynamic Sector Strategy is a U.S. equity sector/style and bond/cash rotation strategy that seeks to provide downside risk management while maximizing upside participation. It strives to achieve better returns than the Dow Jones Moderate U.S. Index and S&P 500 Index over a full market cycle with lower volatility and peak-to-trough drawdowns. The strategy is 100% tactical and can be utilized as a portfolio overlay to reduce risks and enhance returns in the long run.
Julex Dynamic Developed Market Strategy 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.
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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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