Henry Ma
Algemeen Directeur bij Julex Capital Management LLC
Profiel
Dr. Henry Ma is a President & Chief Investment Officer at Julex Capital Management LLC.
He has two decades of extensive hands-on and leadership experience in portfolio management, asset allocation, fixed income and global macro investments, and risk management.
Prior to founding Julex, he worked as a Portfolio Manager with Geode Capital Management, where he launched a global macro hedge fund which traded currencies, commodities and equity options.
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.
He led quantitative research and risk management groups to develop quantitative strategies, portfolio risk analytics and structured credit strategies.
Dr. Ma also worked as Senior Vice President and Director of Fixed Income Strategies at Sun Life Financial.
His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer.
He earned a Bachelor and a Master in Economics and Management from Peking University and a Ph.D.
in Economics from Boston University.
Actieve functies van Henry Ma
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Julex Capital Management LLC
Julex Capital Management LLC Investment ManagersFinance Julex Capital Management LLC (Julex) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Henry Ma in 2012. Julex develops and markets ETF and stock selection managed products and services to meet client needs in the retail and institutional markets. | Algemeen Directeur | 01-01-2012 |
Eerdere bekende functies van Henry Ma
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Geode Capital Management LLC
Geode Capital Management LLC Investment ManagersFinance Geode Capital Management LLC (Geode) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC, owned by Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts. | Portefeuillebeheerder-Aandelen | 01-10-2010 |
Opleiding van Henry Ma
Peking University | Graduate Degree |
Boston University | Doctorate Degree |
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Bedrijven in privébezit | 2 |
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Julex Capital Management LLC
Julex Capital Management LLC Investment ManagersFinance Julex Capital Management LLC (Julex) is an independent, SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Henry Ma in 2012. Julex develops and markets ETF and stock selection managed products and services to meet client needs in the retail and institutional markets. | Finance |
Geode Capital Management LLC
Geode Capital Management LLC Investment ManagersFinance Geode Capital Management LLC (Geode) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2001 as a spin-off of Fidelity Investments. They are now a subsidiary of Geode Capital Holdings LLC, owned by Geode Holdings Trust. Geode acts as adviser and sub-adviser for equity, commodity and options strategies for funds and client accounts. | Finance |