Julex Capital We have just published our Quarterly Macro Chart Book for Q1 2016. The general themes are: Economy continues expanding at a slow pace; Job market is strong and labor participation rate inches up from 30-year low; Inflation is muted, but core inflation has reached over 2.2%; Central bank monetary policies diverge, US will continue its … Read more
At Julex Capital, we run a three step quantitative model the first of which determines the market environment, we call it the RiskSwitchTM. The RiskSwitchTM looks at various market indicators to determine the overall investment environment. The chart below is an example of two of the economic indicators we use to determine the health of the US … Read more
BOSTON, MA – November 17, 2015 – Julex Capital Management, LLC., an innovative investment firm offering tactical solutions that aim to deliver consistent returns by minimizing the downside while participating in the upside, today announced that its Dynamic Income strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN investment manager database. The strategy … Read more
Risk Managed TrueAlpha™ US Equity is a quantitative equity strategy aiming to deliver both outperformance over index during market upswings and downside management during severe market downturns. It combines both our TrueAlpha™ stock selection model with our RiskSwitch™ tactical risk management model. When the market is identified as “risk on”, the strategy normally invested in … Read more
TrueAlpha™ Large Cap is a quantitative equity strategy aiming to deliver “true” stock selection alpha unrelated to risk factors such as value, size or momentum. It normally invested in 30-40 high quality stocks with high profitability, safe balance sheet and low sensitivity to economic cycle. The strategy strives to outperform Russel 1000 Index significantly with … Read more
BOSTON, MA – October 6, 2015 – Julex Capital Management, LLC, an investment firm offering tactical risk-managed investment solutions that aim to minimize the downside losses while preserving the upside potential, today announced that the Julex Dynamic Income Strategy has celebrated its three year anniversary. Since its inception in October 2012, the strategy was ranked … Read more
The difficult market environment in August reminded us about the three other Augusts – August 1997 (Asian crisis), August 1998 (Russian crisis) and August 2011 (European debt crisis). In each of those episodes, there were some type of global risk events, and as a result, US market suffered significantly. In 1997, Asian financial crisis started … Read more
Views from Julex can be found in Fox Business today. http://www.foxbusiness.com/investing/2015/08/31/fed-may-rethink-interest-rate-hike-timing/
BOSTON, MA – August 18, 2015 – Julex Capital Management, LLC, a tactical investment firm offering innovative investment solutions that aim to deliver consistent returns in any market environment, today announced that its Dynamic Sector strategy achieved “Top Guns” status within the Informa Investment Solutions’ PSN manager ranking database. The Julex Dynamic Sector Strategy ranked … Read more
During her speech last Friday before the Greater Providence Chamber of Commerce, the Fed Federal Reserve chair Janet Yellen indicated the Fed may raise rates at some point this year. She said, “ … if the economy continues to improve as I expect, I think it will be appropriate at some point this year to … Read more