Julex Profile

Julex Capital Management

 

ABOUT US

  • Founded in 2012
  • Employee Owned and Operated. 
  • CIO: Henry Ma, PhD
  • SEC – Registered Investment Advisor
  • Roughly $200 mil million under supervision* as of 12/30/2019
  • Strategies: 20+ ETF and Equity SMAs designed for broad solutions 
  • Wellesley, MA    
  • Contact: Brian Phelan (781) 489-6398

 

“Julex believes the biggest challenge investors face is the periodic loss of wealth during a severe market downturn, which may take years to recover. Our mission is to help investors achieve their financial goals by designing strategies that aim to limit downside risk while maximizing upside potential through our rule-based adaptive approach.”                                                            —- Henry Ma, Ph.D., Founder

 

Overview 

Julex believes that traditional benchmark-centric investment approach and other alternative investment strategies do not provide adequate downside protection to investors’ portfolios, as evidenced during the financial crisis of 2008. By actively managing the downside risks through Julex’s strategies, investors can not only fully enjoy the upside potentials the markets offer, but also avoid the painful losses that destroy wealth and confidence during market downturns.

Julex also believes most of the quantitative factor-based products have the shortcoming of low expected excess returns, which are correlated to the risk factors such as size, value or momentum. 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.

 

Tactical ETF Strategies 

Julex offers a variety of tactical ETF strategies aiming to limit the downside risk while maximizing the upside potentials. All the strategies strive to deliver attractive total returns and outperformance over the relevant benchmarks over a full market cycle. Six main model products including Dynamic Income, Dynamic Sector, Dynamic Multi-Asset, Dynamic Developed Market, Dynamic Real Asset and Macro Opportunities. Financial advisors, individuals, and institutional clients will typically choose one of the seven strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.

 

Risk Managed Strategies

The Julex risk managed equity strategies strive to outperform the market benchmarks in the favorable market environment while having the flexibility of moving to defensive positions like cash or bonds in the unfavorable market condition. We combine our tactical risk on/off indicator with multi factor stock selection model in the investment process. When the indicator is “risk on”, we invest in a concentrated portfolio of 20 – 40 stocks aiming to outperform the market; when the indicator is “risk off”, we invest in cash and high-quality bonds to preserve capital.

 

Destination Strategies

Julex offers a suite of global asset allocation strategies designed to deliver targeted net returns at investors’ destinations (as illustrated below), which are defined as the expected time horizon for investors to achieve their goals. The strategies may be appropriate for investors with well-defined investment destinations and clear return expectations.

 

Dynamic ETF Portfolio Solutions 

Julex offers a suite of global asset allocation solutions designed to provide targeted levels of risk and returns. For these products we allocate appropriate combinations of core asset classes ETFs plus Julex tactical ETF strategies into mixes supporting Dynamic Defensive, Dynamic Conservative, Dynamic Moderate, or Dynamic Aggressive “all-in-one” investment solutions.

Tactical ETF Strategies

Julex offers a variety of tactical ETF strategies aiming to limit the downside risk while maximizing the upside potentials. All the strategies strive to deliver attractive total returns and outperformance over the relevant benchmarks over a full market cycle. Six main model products including Dynamic Income, Dynamic Sector, Dynamic Multi-Asset, Dynamic Developed Market, Dynamic Real Asset and Macro Opportunities. Financial advisors, individuals, and institutional clients will typically choose one of the seven strategies, or combination of strategies, depending upon the investment objectives, risk tolerance, and other factors they are trying to meet.

Risk Managed Strategies

The Julex risk managed equity strategies strive to outperform the market benchmarks in the favorable market environment while having the flexibility of moving to defensive positions like cash or bonds in the unfavorable market condition. We combine our tactical risk on/off indicator with multi factor stock selection model in the investment process. When the indicator is “risk on”, we invest in a concentrated portfolio of 20 – 40 stocks aiming to outperform the market; when the indicator is “risk off”, we invest in cash and high-quality bonds to preserve capital.

Destination Strategies

Julex offers a suite of global asset allocation strategies designed to deliver targeted net returns at investors’ destinations (as illustrated below), which are defined as the expected time horizon for investors to achieve their goals. The strategies may be appropriate for investors with well-defined investment destinations and clear return expectations.

Dynamic ETF Portfolio Solutions

Julex offers a suite of global asset allocation solutions designed to provide targeted levels of risk and returns. For these products we allocate appropriate combinations of core asset classes ETFs plus Julex tactical ETF strategies into mixes supporting Dynamic Defensive, Dynamic Conservative, Dynamic Moderate, or Dynamic Aggressive “all-in-one” investment solutions.