Webinar Archive

Tactical Allocation In The Next Several Years

This Presentation is Part 11 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob points out the current market defining events, connects these events to previous points in history, and explains why these events create the potential for change among favorable asset classes. Changing favorability among asset classes, along with bull market peaks, are both positive signals for tactical strategies.

Solutions to Whipsaw in Tactical Allocation Portfolios

This Presentation is Part 10 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the whipsaw effect in tactical allocation strategies and shows how the Julex multi-model approach works to combat this shortcoming of tactical strategies.

Good and Bad Designs for Tactical Portfolios

This Presentation is Part 9 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains that tactical strategies should aim to maximize the probability of achieving a given return within a given time frame. He also explains his opinion that quantitative tactical strategies are superior to other selection criteria.

Why Are Advisors Skeptical Of Tactical Asset Allocation

This Presentation is Part 8 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob explains common misconceptions about the short-comings of TAA, and explores a better way to evaluate the fit of tactical strategies within a portfolio.

Bonds – An “Investment” or “Speculation”

This Presentation is Part 7 of our weekly webinar series with our Advisory Board member Dr. Rob Brown. In this presentation, Rob made a strong argument that bonds have become more like “speculation” instead of “investments” in the current ultra-low interest rate environment. He suggested some potential alternatives.

A Better Approach To High Yield Stocks

This Presentation is Part 6 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses historically strong performing strategies to get value from high yield stocks.

The Case For High Yield Stocks

This Presentation is Part 5 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the current environment for value stocks, and how dividend stocks may fit into a portfolio.

A Superior Approach To Small Cap

This Presentation is Part 4 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses the benefits of small cap exposure, and talks about ways to minimize the downfalls associated with the asset class.

The Case For Small Cap

This Presentation is Part 3 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to small cap strategies, and answers participant questions regarding current events and the economy.

A Superior Approach To Tactical Asset Allocation

This Presentation is Part 2 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses better approaches to tactical asset allocation, and answers participant questions regarding current events and the economy.

The Case For Tactical Asset Allocation

This Presentation is Part 1 of our weekly webinar series with Investment Committee member Dr. Rob Brown. In this presentation, Rob discusses how today’s climate may be favorable to tactical allocation strategies, and answers participant questions regarding current events and the economy.

Time to Invest in Small Cap – Julex TrueAlpha Small Cap Strategy

In this webinar, we discussed our quantitative value-oriented approach, which aims to outperform with a concentrated portfolio of undervalued quality stocks.

Introduction to Julex Quantitative Equity Strategies

In this webinar, we discussed why it is a good time to invest in small cap stocks and explained the quantitative investment process of our outperforming small cap strategy.