Julex Capital Recognized as Top Guns Manager by Informa Investment Solutions for Q4 2017

Download the article in PDF

BOSTON, MA – February 26, 2018 – Julex Capital Management, LLC., announced today that its Dynamic Income, Dynamic Sector and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database for Q4 2017.

JULEX DYNAMIC INCOME
Informa Investment Solution’s PSN “TOP GUNS” Status
for Recent-Quarter, One-Year and Three-Year Performance in
ETF US Fixed Income Universe

JULEX DYNAMIC SECTOR
Informa Investment Solution’s PSN “TOP GUNS” Status
for Recent-Quarter and One-Year Performance
ETF US Balanced Universe
for Recent-Quarter Performance
US Balanced Universe

JULEX DYNAMIC EMERGING MARKET
Informa Investment Solution’s PSN “TOP GUNS” Status
for Recent-Quarter Performance
ETF International Equity Universe

Utilizing a proprietary blend of Informa Investment Solutions’ top priority performance screens, PSN Top Guns ranks products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by institutional asset managers and investors.

“We are delighted to be recognized as “Top Guns” manger by Informa Investment Solution,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “Being consistently ranked among the top managers over the years provides a strong validation for our unique adaptive investment approach. After a nine-year bull market, stocks are becoming more expensive. Many investors are looking for investment solutions that can help manage the downside risk in a bear market without missing out the upside potentials if the bull market continues. Our tactical strategies offer an excellent solution.”

The Julex Dynamic Income Strategy is a multi-asset tactical income strategy that seeks to provide high income as well as capital preservation. It strives to achieve better returns than the Bloomberg Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns. The strategy invests in exchange traded products (“ETPs”) of income-producing assets including dividend-paying equities, preferred shares, real estate, bank loans, high yield, emerging market, corporate and Treasury bonds. The strategy tends to perform well in both rising and declining interest rate environment and can be utilized as a good enhancement to a fixed income allocation.

The 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.

The Julex Dynamic Emerging Market Strategy is a tactical emerging market country rotation strategy that seeks to deliver upside participation in the EM equity markets while limiting the downside exposures during the market downturns. It strives to achieve better returns than MSCI EM Index over a full market cycle with lower volatility and peak-to-trough drawdowns. The strategy invests in exchange traded products (“ETPs”) of emerging market countries and provides a liquid alternative solution to investors who are interested in gaining an EM exposure.

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.

* 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.

[fny id=”1″]