WELLESLEY, MA – Nov 23, 2022 – 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 2022. Dynamic Multi AssetPSN “TOP GUNS” RATING3-year Performancein the ETF Global Balanced and Global Balanced Universes Dynamic Real AssetPSN “TOP GUNS” … Read more
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
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
