WELLESLEY, MA – August 22, 2019 – Julex Capital Management, LLC., announced today that its Dynamic Developed Market strategy was awarded “Top Guns” designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q2 2019.
JULEX DYNAMIC DEVELOPED MARKET
Informa Investment Solution’s PSN “TOP GUNS” Status
for the One-Year and Three-Year Performance
in the ETF International Equity Universes
“Once again, 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. “International equities offer both return potentials and diversification. In the current market environment characterized by escalating trade war and global economic slowdown, an tactical strategy with a focus on international equity markets like ours can help investors achieve more consistent returns by limiting the downside risks. ”
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.
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.
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 Investment Solutions
A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions is part of Informa PLC, a leading business-to-business knowledge provider serving International markets. Informa Investment Solutions has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide. For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.
About Julex Capital Management
Founded by industry veterans, Julex Capital Management, LLC is a SEC-registered quantitative investment management firm dedicated to creating innovative solutions for institutions, investment advisors and individuals. Julex offers a variety of dynamic risk-managed investment strategies that are designed to limit down risk in a protracted bear market while maximizing upside potential in a favorable market environment. Its current strategies include US equity, multi asset, income, real asset, international equity and absolute returns.
Adaptive Investment Approach
After the great recession in 2008, more and more investors have moved away from “buy-and-hold” to a more tactical approach to portfolio management. Julex Capital Management pioneers an Adaptive Investment Approach to help investors to limit downside risks while participating in market upsides. The adaptive investment approach, under which investors can adjust their investments to reflect economic regimes, ongoing market trends or market volatility, has the potential to deliver consistent returns in both bull and bear markets by dynamically positioning in the asset classes perceived to have the best returns. To know more about the approach, please read the full article.