Julex Capital Named Top Guns Manager by Informa Investment Solutions for Q2 2020

WELLESLEY, MA – August 21, 2020 – Julex Capital Management, LLC. announced today that its TrueAlpha™ Small Cap was awarded “Top Guns” designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers, for Q2 2020. TrueAlpha™ Small Cap Informa Investment Solution’s PSN “TOP GUNS” Status for Q2 and One-Year Performance … Read more

Weekly Market Review – August 2, 2020

The US stock market was led higher by the tech companies last week. The four tech giants Amazon, Alphabet, Apple and Facebook all reported better-than-expected earnings results.  Stock Market & Financial News On Monday, US stocks rose slightly when tech companies’ stocks outperformed. The Dow rose 86 points at midday, or 0.3%. Nasdaq Composite rose … Read more

Weekly Market Review – July 26, 2020

The US stock market suffered the first negative week in four weeks amid volatile trading. The big tech companies led the decline. Escalating tensions with China, concerns about expensive valuations and uncertainties around the pandemic impacts on corporate profits rattled investors.  On Tuesday, the Dow climbed 307 points, or 1.2%. The Nasdaq Composite dropped 0.5%. … Read more

Weekly Market Review – July 19, 2020

The US stock market rose last week though the tech-heavy Nasdaq Index lost ground. There is optimism with the development of a vaccine despite the surges in COVID-19 cases in some states. Meanwhile, investors rotated out of tech amid valuation concerns and disappointed earnings report from Netflix.  A volatile week for Telsa  Tesla stock had … Read more

Weekly Market Review – July 12, 2020

What Happened Last Week Technology stocks led the stock market higher last week.  Nasdaq index soared to new all time highs. The so-called FANNG stocks all had significant gains: Netflix (15.1%), Amazon (10.7%), Apple (5.4%), Google (5.3%) and Facebook (4.99%). The rise of coronavirus cases pushed investors back to stay-at-home trades.  On Monday, the Dow … Read more

When Do Quant Strategies Outperform?

From 2010 to 2017, quant managers generally did a better job than fundamental managers at beating their benchmarks, according to Nomura (see graph below). However, in the last couple of years, quant strategies have been underperforming and experiencing a two-year-long so called “quant winter.” There are various reasons for the underperformance. Most notably, the correlations … Read more