Julex Capital Management | Tactical Asset Allocation

Tactical asset allocation strategies can offer efficient solutions to the two most pressing issues investors face today: downside protection in a bear market and income generation in a low Interest rate environment.

Read Our Reseach Paper: Tactical Asset Allcation in the Age of ETFs
Risk Managed Equity Solution

INVESTOR'S PROBLEM: How to limit capital losses in an upcoming prolonged bear market? OUR SOLUTION: An unconstrained equity sector rotation strategy with the flexibility of moving to bonds and/or cash aiming to preserve capital during market downturns while maximizing upside potentials.

Julex Dynamic Sector Strategy

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Multi Asset High Income Solution

INVESTOR'S PROBLEM: How to generate high income in current low rate environment? OUR SOLUTION: Multi asset income strategy aiming to offer both high income and capital preservation by tactically positioning in traditional and non-traditional income-generating asset classes.

Julex Dynamic Income Strategy

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Adaptive Investment Approach

We pioneer an adaptive investment approach that integrates regime-based investment, momentum and risk parity into a robust process combining both fundamental and technical analyses.

Adaptive Investment Research

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Adaptive Investment in Action 2016

See the action.

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Tactical asset allocation strategies can offer efficient solutions to the two most pressing issues investors face today: downside protection in a bear market and income generation in a low Interest rate environment.
Read Our Reseach Paper: Tactical Asset Allcation in the Age of ETFs
Risk Managed Equity Solution
INVESTOR'S PROBLEM: How to limit capital losses in an upcoming prolonged bear market? OUR SOLUTION: An unconstrained equity sector rotation strategy with the flexibility of moving to bonds and/or cash aiming to preserve capital during market downturns while maximizing upside potentials.
Julex Dynamic Sector Strategy
Multi Asset High Income Solution
INVESTOR'S PROBLEM: How to generate high income in current low rate environment? OUR SOLUTION: Multi asset income strategy aiming to offer both high income and capital preservation by tactically positioning in traditional and non-traditional income-generating asset classes.
Julex Dynamic Income Strategy
Adaptive Investment Approach
We pioneer an adaptive investment approach that integrates regime-based investment, momentum and risk parity into a robust process combining both fundamental and technical analyses.
Adaptive Investment Research
Adaptive Investment in Action 2016
See the action.

Institutional Investors

Learn how to use Julex Dynamic Alpha strategies to improve returns and reduce risks for your portfolios.

Investment Advisors

Learn how to use Julex Dynamic Alpha and Dynamic Solution strategies to meet your clients’ needs and grow your business.
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Individual Investors

Learn how to use Julex Dynamic Alpha and Dynamic Solution strategies to reach your financial goals.

Julex Recognized as "Top Guns" Manager by Informa Investment Solutions

Jeff Megar Discussed Julex Investment Process with ETF Trends

Growth Strategies:

Dynamic Emerging Market

Dynamic Develop Market

Income Strategy:

Inflation Strategy:

Dynamic Real Asset

Multi Asset Strategy:

Dynamic Multi-Asset

Absolute Return Strategy:

Macro Opportunities

Alternative Strategies:

Risk Managed Multi Factor MLP

Risk Managed Multi Factor REIT

Dynamic Commodity

TrueAlpha(TM) Equity Strategy:

TrueAlpha(TM) Large Cap

TrueAlpha(TM) Risk Managed US Equity

All-In-One Portfolio Solutions:

Dynamic Aggressive

Dynamic Moderate

Dynamic Conservative

Dynamic Defensive

Julex Capital Brochure

Adaptive Investment Process

RiskSwitch(TM) Indicator