Julex Capital Recognized as Top Guns Manager by Informa Investment Solutions in Q2 2016

Informa Investment Solution’s PSN “TOP GUNS” status
Q2, 2016, ETF Fixed Income category

Informa Investment Solution’s PSN “TOP GUNS” status
Q2, 2016, ETF International Equity category

BOSTON, MA – August 30, 2016 – Julex Capital Management, LLC., announced that its Dynamic Income and Dynamic Emerging Market strategies were recognized with “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database today.  Julex Capital is an innovative investment firm offering tactical/risk managed solutions that aim to deliver consistent returns by minimizing the downside while maximizing the upside potentials.

“Once again, our strategies were recognized with “Top Guns” status,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital.  “Since we started the firm four years ago, our Dynamic Income strategy has been ranked among top performers in its respective category almost every quarter. In the current low interest rate environment, the strategy offers higher income potential while limiting the downside risk. It should be a valuable solution for income-seeking conservative investors.”

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 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.

If you are interested in more information, please call us at 617-261-8557 or visit our website: www.julexcapital.com.

About PSN Database

PSN database is provided by Informa Investment Solutions (IIS) and is the longest-running database in North America. IIS is a leading software and service provider to financial institutions and investment professional. The PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups through rigorous screenings. It awards the Top Guns status every quarter to the top 5 or top 10 performers within one or more peer groups. In its database, PSN tracks more than 2,000 money management firms and over 12,000 investment products.  For more information, visit: www.informais.com.

* 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 Julex Capital Management

Founded by industry veterans, Julex Capital Management, LLC is a tactical investment management firm dedicated to creating innovative solutions for institutions, investment advisors and individuals.  Julex offers a variety of dynamic risk-managed investment strategies that are designed to deliver consistent returns with low volatility and drawdowns in both bull and bear markets.  Its current strategies include equity sector rotation, multi asset, income, real asset, international equity and absolute returns.

Adaptive Investment Approach

After the great recession in 2008, more and more investors have moved away from “buy-and-hold” to a more tactical approach to portfolio management. Julex Capital Management pioneers an Adaptive Investment Approach to help investors to limit downside risks while participating in market upsides. The adaptive investment approach, under which investors can adjust their investments to reflect economic regimes, ongoing market trends or market volatility, has the potential to deliver consistent returns in both bull and bear markets by dynamically positioning in the asset classes perceived to have the best returns.  To know more about the approach, please read our thought leadership piece.