Julex Capital Named Top Guns Manager by Informa Investment Solutions for Q4 2019

WELLESLEY, MA – February 27, 2020 – Julex Capital Management, LLC., announced today that its Dynamic Income and Dynamic Developed Market were awarded “Top Guns” designations by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q4 2019.

Informa Investment Solution’s PSN “TOP GUNS” Status
for Q4 Performance
in the Core Fixed Income, ETF US Fixed Income and Intermediate Core Fixed Income Universes

Informa Investment Solution’s PSN “TOP GUNS” Status
for the 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 tactical investment strategies aiming to limit the downside risk while maximizing the upside potentials. We offer a variety of solutions such as high income, international and domestic equities. Interest rates in the US have reached record lows amid the fear of coronavirus. Our Dynamic Income offers a high-income solution without adding too much risk.  Currently, international equities have better valuations than the US equities. Our Dynamic Developed Market, with an emphasis on mitigating the downside risk, provides a good way to gain international exposures in this uncertain market environment.”

Julex Dynamic Developed Market Strategy is an international equity strategy that seeks to achieve better returns than the MSCI EAFE 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 a particular benchmark.

Dynamic Income is a multi-asset high-income strategy that seeks to achieve a better return and higher income than the Barclay’s Aggregate U.S. Bond Index with comparable volatility and lower peak-to-trough drawdowns. The 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.

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

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