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
Both S&P 500 and Nasdaq Composite Indices reached new highs again last week. Investors are much more optimistic after a six-year bull market. However, investors are wary that a market correction could derail their financial plan even though most of them believe their investments will perform well in 2015, according to a recent survey conducted … Read more
Dr. Henry Ma, CFA, PhD, President and CIO of Julex Capital, was a panelist on a Morningstar Webinar on “Positioning Your Portfolio for 2015” on December 16, 2014. Following are highlights of some of the views shared by Henry during the webinar: Our 2015 economic forecast for U.S. growth is a bit more rosy that … Read more
According to the 2014 release of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB), the average equity mutual fund investor lagged S&P 500 Index by a large margin over various investment horizons (see Table 1). Over last 20 years, investors would have earned 4.2% more annually if they had just bought a index fund and held … Read more