Our Story

Julex Capital Management, LLC (Julex), founded in 2012, is a SEC-registered investment management firm dedicated to creating innovative solutions in the areas of tactical asset allocation, quantitative investing and option overlays. Julex is managed by industry veterans with strong academic and industry experiences in portfolio management, asset allocation, risk management and quantitative research across asset management, hedge fund and insurance industries.

Julex believes that traditional benchmark-centric investment approach and other alternative investment strategies do not provide adequate downside protection to investors’ portfolios, as evidenced during the financial crisis of 2008. By actively managing the downside risks through Julex’s tactical strategies, investors can not only enjoy the upside potentials the markets offer, but also avoid the painful losses that destroy wealth and confidence during market downturns.

Julex also believes most of the quantitative factor-based products have the shortcoming of low expected excess returns, which are correlated to the risk factors such as size, value or momentum. By applying a multi-factor approach to a concentrated portfolio, Julex’s quantitative equity strategies have the potential to deliver significant excess return in a repeatable and consistent way.

In addition, Julex believes there exist structural inefficiencies driven by investors’ hedging needs in the option markets. By carefully designing option strategies to take advantage of the inefficiencies, Julex can offer option overlays to generate additional income, enhance upside potential and reduce downside risk.

Julex operates as an investment manager as well as an investment consultant. In addition to our standard product offerings, we strive to  build strong partnerships with our clients to deliver customized solutions for institutions, advisers and individuals. For advisers or institutions without an internal investment team, Julex can serve as your outsourced CIO to help design portfolio solutions for your clients’ needs.

Julex is an independent, employee-owned firm which offers conflict-free strategies and solutions to serve the best interests of our clients.