SOURCE: Julex Capital Management, LLC

Upside Participation, Downside Protection

August 27, 2013 05:00 ET

Julex Dynamic Income Strategy Named PSN "Top Guns" Performer for Second Quarter 2013

BOSTON, MA--(Marketwired - August 27, 2013) -  Julex Capital Management, LLC, a managed ETF specialist offering investment solutions to deliver downside protection and consistent returns regardless of market conditions, today announced that its Dynamic Income Strategy achieved "Top Guns" status within the Informa Investment Solutions' PSN manager ranking database for the second quarter 2013.

PSN Top Guns performance rankings are tabulated for thousands of strategies across 58 peer groups through rigorous screens. It awards the Top Guns status every quarter to the top 5 performers within one or more managed ETF peer groups. In its database, PSN tracks more than 1,600 money management firms and over 7,000 investment products.

"To achieve a 'Top Guns' performance is a validation of our innovative investment strategy and our commitment to deliver superior risk-adjusted returns to our clients," says Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital. "It is also rewarding because we are competing with most of the high-quality reputable investment managers included in the PSN database."

Julex Dynamic Income Strategy is a multi asset income strategy that seeks to achieve better returns than the Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns. The strategy can include exchange traded products ("ETPs") in income-producing assets including dividend-paying equities, energy MLPs, real estate, high yield, emerging market, corporate and Treasury bonds. 

The strategy can be utilized as a good substitute for fixed income allocations, especially in the current rising interest rates environment. Also, due to the strategy's dynamic nature and low correlation with traditional asset classes, it also serves well as a risk diversifier to core portfolio holdings. On a year-to-date gross basis through July 2013, the strategy returned 4.86%, outperforming its benchmark Barclays Aggregate US Bond Index by 7.17%1.

Founded in 2012 by industry veterans and headquartered in Boston, Julex Capital Management, LLC is a state-registered investment advisor dedicated to creating innovative solutions with both upside participation and downside protection for institutions and individuals. Currently, Julex offers risk-managed equity, income, real assets, multi asset, absolute returns products and target risk portfolio solutions though separately managed accounts and sub-advisor/model provider relationships. For more information, please visit www.julexcapital.com or call 857-453-6669.

1 Past performance is not indicative of future returns. The risk of loss can be substantial. You should consult your financial advisor and consider carefully whether such investment is suitable for you.

Contact Information