Julex Capital Management | Tactical and Risk Managed Solutions

Risk Managed Equity Solution

INVESTOR'S PROBLEM: How to limit capital losses in the bear market while participating in the bull 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.

Multi Asset High Income Solution

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INVESTOR'S PROBLEM: How to generate high income in current low rate environment without taking too much risk? 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.

Institutional Investors

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

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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.

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

Jeff Megar Discussed Julex Investment Process with ETF Trends

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.

Risk Managed Equity Solution

Multi Asset High Income Solution

Adaptive Investment Approach

Adaptive Investment in Action 2016

Institutional Investors

Investment Advisors

Individual Investors

Growth Strategies:

Income Strategy:

Inflation Strategy:

Multi Asset Strategy:

Absolute Return Strategy:

Alternative Strategies:

TrueAlpha(TM) Equity Strategy:

All-In-One Portfolio Solutions:

Thought Leadership