WELLESLEY, MA – August 21, 2020 – Julex Capital Management, LLC. announced today that its TrueAlpha™ Small Cap was awarded “Top Guns” designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q2 2020.
TrueAlpha™ Small Cap
Informa Investment Solution’s PSN “TOP GUNS” Status
for Q2 and One-Year Performance
in the Small Cap Value Universe
“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. “Julex’s multi-factor systematic approach differs from other quant strategies in two important aspects. First, it aims to deliver alpha uncorrelated with conventional risk factors like value, size, or momentum. Second, it has the potential to outperform the benchmark significantly with a concentrated portfolio. Normally, small cap stocks tend outperform large cap stocks after recessions. As the economy continues to recover from the pandemic lockdown, it may be a good time to add small cap exposure. Even better right now, the valuations of small cap stocks are much more attractive than large cap stocks after two years of underperformance.”
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 Value Index and Russell 2000 Index with high active shares and high tracking errors.
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.
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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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