Julex Capital offers model-driven equity income strategies based on a multi-factor approach. The goal is to generate above average dividend income and long-term capital growth by investing in a concentrated portfolio of 20-30 high dividend or real estate stocks. Our multi-factor model combines size, value, quality and momentum to generate consistent excess returns.
Julex High Dividend Strategy aims to generate around 4% average dividend over the long run and achieve better performance than the market average. We use a multi factor approach to select a concentrated portfolio of high dividend stocks with sustainable dividend growth, high quality and strong momentum.
Julex Multi Factor Real Estate Strategy aims to deliver both income and capital growth by investing in REITs and real estate stocks. We use a quantitative model to select a concentrated portfolio of stocks with strong momentum, attractive valuation, smaller size and lower leverage to generate excess returns over the real estate benchmark.