Julex Capital By Henry Ma, Chief Investment Officer Financial markets have become more volatile this year amid higher inflation and potential rate hikes by the Federal Reserve. The uncertainty about whether Russia will invade Ukraine and how the US and NATO would respond have presented an additional risk. On Monday, Russian President Putin ordered troops into Donbas … Read more
It has been a half a century since consumers were last seriously concerned about inflation, but supply shortages and rising prices have some harkening back to the gas lines and stagflation talks that dominated financial discussions the 1970’s. In this article, we look at the case for continued growth in inflation, explain how officially reported … Read more
WELLESLEY, MA – November 18, 2021 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q3 2021. TrueAlpha™ Small CapPSN “TOP GUNS” RATING and BULL/BEAR MASTERS for Three-Year Performancein the Small Cap Value Universe Dynamic Income … Read more
When Congress amended the Federal Reserve Act in 1977, it provided the Fed with their so-called “dual mandate”: promote price stability and ensure maximum employment. To achieve these aims, the Fed primarily influences the Fed Funds Rate (FFR), the rate that banks charge each other for overnight loans. While the metric that the Fed targets … Read more
WELLESLEY, MA – August 24, 2021 – Julex Capital Management, LLC., has been awarded a “Top Guns” distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers, in Q2 2021. TrueAlpha™ Small CapPSN “TOP GUNS” RATING and BULL/BEAR MASTERSfor Three-Year Performance in the Small Cap Value Universe Dynamic IncomePSN … Read more
Warren Buffet once said that, “diversification is protection against ignorance”. Of course, the other side is true as well: strategies that aren’t adequately diversified run a substantially higher risk of ruin. The goal of this paper is to find a useful approximation for portfolio size that a. increases the potential for alpha (return over benchmark) … Read more
WELLESLEY, MA – May 17, 2021 – Julex Capital Management, LLC., has announced that its quantitative TrueAlpha™ Small Cap strategy is ranked Five Star for its three-year record in the Small Cap Blend category. “We are pleased that our strong performance has been recognized by Morningstar,” says Dr. Henry Ma, CFA, President and Chief Investment … Read more
With rates having been so low for so long, savers have been hurt by the lack of available safe income in the market. Conventional wisdom says that these savers will either be pushed into risker assets or forced to take the historically low interest rates offered by low-risk debt. A more novel solution is also … Read more