Julex Capital Management
Julex Capital Management is an investment management firm dedicated to creating innovative solutions in the areas of tactical asset allocation, downside risk management and quantitative investing. Operating as an investment manager as well as a research provider, Julex aims to help investors reach their financial goals by delivering superior performance at a reasonable cost through a systematic and repeatable investment process. The firm offers a variety of tactical/risk-managed total return strategies that are designed to deliver consistent returns with low volatility and drawdowns in both bull and bear markets using its unique adaptive investment approach. In addition, Julex provides quantitative equity strategies aiming to deliver significant excess returns with concentrated portfolios.
Julex Capital Management is managed by industry veterans with strong academic and industry experiences in portfolio management, asset allocation, risk management and quantitative research across asset management, hedge fund and insurance industries.
The firm also offers strong partnerships with our clients to deliver customized solutions for institutions, advisers and individuals.
By applying a multi-factor approach to a concentrated portfolio, Julex’s strategies have the potential to deliver significant uncorrelated excess return in a repeatable, consistent and cost-effective way.
Julex Capital's Services/Products
Tactical ETF Strategies
Dynamic Sector
Dynamic Income
Dynamic Multi-Asset
Dynamic Developed Market
Dynamic Real Estate
Quantitative Equity Strategies
TrueAlpha™ Large Cap
TrueAlpha™ ESG
TrueAlpha™ Small Cap
Equity Income Strategies
Multi Factor Real Estate
High Dividend
Option Overlays
Portfolio Solutions
Dynamic Aggressive
Dynamic Moderate
Dynamic Conservative
Dynamic Defensive