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
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
Two of the major concerns investors have today are inflation and interest rates. With short-term rates so close to zero, many income-focused investors have found it challenging to generate enough income to meet their investment goals. Taking on duration risk to increase their yield is especially undesirable as bonds will lose value when interest rates … Read more
WELLESLEY, MA – February 26, 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, for Q4 2020. Dynamic IncomePSN “TOP GUNS” RATINGFor Q4 Performancein the Core Fixed, ETF US Fixed Income and Intermediate Core Fixed Income … Read more
President-elect Biden will officially take office on January 20th. With both congress and presidency under the control of the Democrats, the COVID relief measures and economic policies are expected to change significantly. It will be interesting to explore the implications of the potential changes on stocks markets. COVID Relief Measures Biden plans to pass another … Read more