40 Grove Street, Suite 140
Wellesley, MA 02482
Julex Capital
- 781-489-5398
40 Grove Street, Suite 140
Wellesley, MA 02482
WELLESLEY, MA – May 25, 2022 – Julex Capital Management, LLC., has been awarded a “Top Guns”...
Dr. Ma has two decades of hands-on and leadership experience in investment management. Prior to founding Julex, he managed a global macro hedge fund with Geode Capital Management. Earlier, he served as Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments, where he led quantitative research and risk management efforts. Dr. Ma also worked as Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in fixed income assets. His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer. Dr. Ma is a published author and an industry speaker on quantitative investing and risk management. He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D. in Economics from Boston University.
Jeff brings over 25 years of investment management experience to Julex Capital, predominately as an institutional portfolio manager. Prior to joining Julex, Jeff worked briefly at F-Squared Investments. Previously, he had portfolio management oversight of a high yield bond mutual fund and institutional strategies at State Street Global Advisors where he was a Vice President and Senior Portfolio Manager.Prior to State Street, Jeff was a Senior Portfolio Manager at Fortis Investments where he helped establish Fortis’ structured credit business, launching the firms inaugural Collateralized Loan Obligation (CLO). While at Fortis, he established a comprehensive investment and credit review process and managed the firms Leveraged Loan platform. Before Fortis, Jeff held various credit position at CypressTree Investment Management and Prospect Street Investments. He received is BA in Economics from Framingham State University and his MBA in Financial Management from Northeastern University. In addition he holds the Charted Financial Analyst designation.
Liam joins the team at Julex after graduating from nearby Babson College with a BS in Business Administration and a dual concentration in Computational Finance and Quantitative Methods. While at Babson, he studied topics such as the Options and Futures Market, the function of various fixed income instruments, how to perform financial simulation and run time series forecasts, and how to value risky securities. In addition, he was able to pursue of a wide range of interests, both pure and applied, in mathematics and statistics disciplines. Most notably, he presented his independent research on “The Applications of Linear Algebra to the Optimization of Baseball Strategy” at the New England Symposium of Statistics in Sports in 2017. Prior to joining Julex, Liam worked as a contractor for MFS Investments on their Offshore Fund Treasury Team, and as an intern for MassMutual on their Trading and Valuation Teams.
Dr. Wang joined Julex after he received his Ph.D. in Economics from Boston College (BC), and MS in Quantitative Economics, BS in economics and mathematics (double major) from Renmin University of China (RUC). Bo has a strong background in quantitative economics and finance and broad interests in mathematical fields like abstract algebra, topology, numerical computation, and stochastic differential equation. During his graduate studies at BC, Bo devoted himself to the dynamic copula modelling techniques. His dissertation focuses on the semiparametric copula estimation and structural break test. His recent work “Copula-based time series with filtered non-stationarity” has been published in the Journal of Econometrics (2020). Also, Bo has passed the CFA exam level III and FRM exam level I.
Inflation and geopolitical turmoil pushed equities down to start the year. Hawkish press...
Inflation is still the dominant concern for investors as producer prices have risen almost 10%...
Inflation continues to be a major concern, though real wages have risen for the first time in six...
When Congress amended the Federal Reserve Act in 1977, it provided the Fed with their so-called “...
The August jobs report was disappointing but continued to trend in the right direction. Inflation...
Unemployment decreased to 5.5% as the U.S. added nearly one million jobs on the month. Q2 GDP...
Inflation climbed closer to 4% (the highest mark in two decades), the Fed Balance Sheet eclipsed...
Unemployment dipped below 6%, the monthly trade deficit reached its largest level in recent...
Warren Buffet once said that, “diversification is protection against ignorance”. Of course, the...
A large miss on job creation brought unemployment up for the first time in 13 months, but every...
A strong jobs report brought unemployment back to 6%, PMI surveys show optimism at a 37-year...
With rates having been so low for so long, savers have been hurt by the lack of available safe...
With a majority in the House and Senate, Biden was able to push through his $1.9 trillion...
Energy, financials, and real estate companies were the only sectors with negative performance on...
Vaccine progress drove stocks higher as value outperformed growth and small caps outperformed...
While tactical strategies take years to fully play out, they seem to work best at certain points...
Election uncertainty was the biggest driver of uncertainty as large caps took a small hit on the...
Advisors tend to think of tactical allocation strategies as absolute return strategies.
Advisors tend to be somewhat skeptical about Tactical Asset Allocation. A large part of this...
The 60\/40 portfolio has been a staple for good reason—it has worked well over the long run. A...
Pandemic fears, social unrest, and political uncertainty drove a small sell-off.
The V-Shaped recovery in equities was realized after the S&P 500 crossed pre-pandemic highs.
Q2 GDP was the worst annualized fall since World War II. Even so, strong gains in the labor and...
As states began the reopening process, labor markets showed signs of improvement. With jobs...
From 2010 to 2017, quant managers generally did a better job than fundamental managers at beating...
From tweets to trade wars to impeachment inquiries, 2019 has been anything but steady. The one...
Almost two years ago, we wrote a piece on the decades-long trend of passive investing and its...
For the last three months, the treasury yield curve has been inverted. The curve is usually...
Many economists expect a slowdown in U.S. growth during 2019. The FOMC projected 2.3% growth for...
U.S. equity performance has consistently been amongst the top of all developed nations over the...
Market weakness in last two weeks has made many investors restless. As of yesterday (December...
Julex Capital Management, has been able to deftly navigate through these challenging times for...
Since Trump started the trade war with China at the beginning of 2018, the stock market...
After nine years of bull market, it is not a surprise that stocks have become quite expensive....
Since the Great Recession bear market bottom in March 2009, the S&P 500 stock index is up a...
The trade war between the world’s two largest economies finally arrived. Last Friday, President...
One of the recent developments in the ETF strategist industry that caught advisors’ attention is...
The Q1 earning reports have been very strong so far. With over half the S&P 500 companies...
The fear of a global trade war hung over wall street after President Trump’s announcement that he...
The most recent two job reports moved the equity market significantly. The S&P 500 Index...
The stock market plunged on rising interest rates worries after stronger-than-expected job and...
The GOP Tax Cuts and Job Act was passed in the Congress and signed into law by the Trump...
As the stock markets continue setting records day after day, many investors are becoming more and...
The bull market is in a full swing and everything is becoming more and more expensive. The US...
Since I published the article “The Economic Analysis of Active vs. Passive”, I have received a...
Since the end of the financial crisis, the US has led the global equity market recoveries for...
Jeremy Grantham, one of the most notable “top-down” value investor, recently had a changing heart...
Despite the Russian scandal hanging over the Trump administration, many investors still believe...
One of the most-watched fear gauges on Wall Street has been traded at the lowest levels in...
The debate on active vs. passive investing has been heating up in last few years as investors are...
In the past 10 years, smart beta has become one of the fastest growing investment segments. Being...
The US stock market has been in a bull run for almost eight years since March 2009. The stock...
Since the Great Recession in 2008, the economic recovery has been particularly slow, especially...
Tactical asset allocation (TAA) is a dynamic strategy that actively adjusts the asset weights in...
Important Risk Disclosure
Investing involves risk including the risk of loss of principal.
ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.
This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.
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Before investing, consider the funds’ investment objectives, risks, charges and expenses. To obtain a prospectus or summary prospectus, which contains this and other information, call 1.866.787.2257 or visit www.ssga.com. Read it carefully.
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Not FDIC Insured – No Bank Guarantee – May Lose Value
A long-running debate in asset allocation circles is how much of a portfolio an investor should...
In a digital age where information moves in milliseconds and millions of participants can transact...
