BOSTON, MA – August 18, 2015 – Julex Capital Management, LLC, a tactical investment firm offering innovative investment solutions that aim to deliver consistent returns in any market environment, today announced that its Dynamic Sector strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database. The Julex Dynamic Sector Strategy ranked number one for the most recent 1-year period ended June 30, 2015 in the ETF US Balanced Category.
“We are delighted to achieve “Top Guns” performance for the Julex Dynamic Sector strategy,” says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. “We manage the strategy according to our unique adaptive investment philosophy and a robust three-step investment process that continued to favor U.S. stocks over bonds. The past year was not a favorable environment for tactical asset allocators, and some other managers were struggling. We are glad that our Dynamic Sector strategy continued to deliver attractive returns. “
The Julex Dynamic Sector Strategy is a U.S. equity sector/style and bond/cash rotation strategy that seeks to achieve better returns than the Dow Jones Moderate U.S. Index (primary benchmark) and S&P 500 (secondary benchmark) 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 provide low-correlated alpha to benchmark-type holdings. During the since inception period from November 1, 2012 ended June 30, 2015, the Dynamic Sector strategy produced a gross cumulative total return of 50.92% versus the Dow Jones Moderate U.S. Index (primary benchmark) of 35.26% and the S&P 500 (secondary benchmark) of 54.67%.*
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.