WELLESLEY, MA – November 22, 2019 – Julex Capital Management, LLC., announced today that its Dynamic Developed Market and TrueAlpha™ Small Cap were awarded “Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q3 2019.
TRUEALPHA™ SMALL CAP
Informa Investment Solution’s PSN “TOP GUNS” Status
for Q3 Performance
in the Small Cap Value Universes
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
“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 specializes in quantitative strategies aiming to deliver consistent performance through tactical positioning and security selection. It is great to see both our tactical strategy – Dynamic Developed Market and stock selection strategy – TrueAlpha™ Small Cap performed really well. Especially, after small cap stocks have been trading cheaper than large cap in the past two years, it may be the time for small cap to catch up. ”
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.
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 Russel 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.
___________________________________________________________________________________
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.