BOSTON, MA – November 19, 2018 – Julex Capital Management, LLC., announced today that its Dynamic Sector, Dynamic Income 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 Q3 2018.
JULEX DYNAMIC SECTOR
Informa Investment Solution’s PSN “TOP GUNS” Status
for the Third-Quarter, One-Year and Three-Year Performance
in ETF US Balanced Universe, and
for the One-Year Performance
in US Balanced Universe
JULEX DYNAMIC INCOME
Informa Investment Solution’s PSN “TOP GUNS” Status
for the Third-Quarter, One-Year and Three-Year Performance
in Core Fixed Income and ETF Fixed Income Universes
JULEX DYNAMIC DEVELOPED MARKET
Informa Investment Solution’s PSN “TOP GUNS” Status
for the One-Year Performance
in ETF International Equity Universe
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 delighted 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. “Multiple strategies across multiple universes being ranked among the top guns performers provides a strong validation for our unique adaptive investment approach. In the current environment of high valuation, rising interest rates and trade tensions, tactical strategies like ours offer effective solutions to manage downside risk in a protracted bear market while preserving upside potential if the current nine-year old bull market continues. I am particularly happy with our Dynamic Developed Market Strategy, which outperformed MSCI EAFE Index significantly this year. Amid the poor performance in the international stock markets, this strategy did a good job to preserve capital.”
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 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 Income Strategy is a multi-asset high income strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The multi asset class 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. It is a flexible strategy that will include allocations that can either be focused or diversified depending upon the risk environment.
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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