Julex Capital Recognized as Top Guns Manager by Informa Investment Solutions in Q1 2016

top gun 1BOSTON, MA – May 18, 2016 – Julex Capital Management, LLC., announced that its’ Dynamic Sector, 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.

JULEX DYNAMIC SECTOR
Informa Investment Solution’s PSN “TOP GUNS” status
3-year period ended March 31, 2016
ETF US Balanced category

JULEX DYNAMIC INCOME
Informa Investment Solution’s PSN “TOP GUNS” status
3-year period ended March 31, 2016
ETF Fixed Income category

 JULEX DYNAMIC EMERGING MARKET
Informa Investment Solution’s PSN “TOP GUNS” status
Q1, 2016
ETF International Equity category

“We are extremely delighted that three of 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 Sector and Dynamic Income strategies have been consistently ranked among top performers in their respective categories.  We now welcome Dynamic Emerging Market strategy into this class.  This consistency further validates our unique adaptive investment approach.  After seven years of bull markets and zero interest rates, both the equity and bond markets have exhibited more volatility recently. Investors are starting to look for ways to protect their wealth or generate more income. Our strategies provide valuable solutions. ”

The Julex Dynamic Sector Strategy is a U.S. equity sector/style and bond/cash rotation strategy that seeks to provide downside protection 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 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 email us at info@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.