Dynamic Real Asset

The Dynamic Real Asset Strategy is a multi asset class strategy that seeks to achieve better returns than the Barclay’s Aggregate U.S. Treasury Inflation Protection Securities Index with comparable volatility and  peak-to-trough drawdowns.  The multi asset class strategy can include ETF, ETN, or index fund investments in real asset classes including material and energy equities, real estates, MLPs, commodities, gold and U.S. Treasury … Read more

JULEX MARKET WEEKLY 12-30-2012 | US Stocks Declined on Concern about US Fiscal Cliff While Emerging Market Stocks Rallied

Top Stories Last Week US Stocks Declined on Concern about US Fiscal Cliff While Emerging Market Stocks Rallied US stock markets dropped last week as the politicians in Washington could not reach a deal to avert fiscal cliff by the year end. However, the stocks in emerging market stocks continued their six-week winning streak as … Read more

Product Summary

Dynamic Alpha Products Julex offers four main model products: Dynamic Focus, Dynamic Income, Dynamic Factor, and Dynamic Emerging Market.  Financial advisors, RIAs, individuals, and institutional clients will typically choose one of the four portfolio strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet. Clients of Julex … Read more