Julex Dynamic Income Strategy, a yield-oriented strategy managed by Julex Capital Management, has achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database for the second straight quarter.
“In a rising interest rate environment, Julex Dynamic Income Strategy should serve investors well by offering both high income and safety,” said Dr. Henry Ma, CFA, President and Chief Investment Officer of Julex Capital.
Julex currently manages the Dynamic Focus and Dynamic Factor portfolios on Covestor.
The Julex Dynamic Income Strategy is a multi asset income strategy that seeks to achieve better returns the Barclays Aggregate U.S. Bond Index with comparable volatility and peak-to-trough drawdowns.
The strategy can invest in exchange traded products of income-producing assets, including dividend-paying equities, preferred shares, real estate, bank loans, high yield, emerging market, corporate and Treasury bonds.