Henry Ma

Chief Executive Officer at

Julex Capital Management LLC

Finance

Consumer Services

Profile

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.

Henry Ma active positions

Companies	Position	Start
Julex Capital Management LLC Julex Capital Management LLC Investment ManagersFinance Julex provides innovative solutions in the areas of tactical asset allocation, quantitative investing and option overlays. The firm tends to reduce risks and preserve capital when the capital markets are weak while providing attractive returns when the capital markets are stronger. They believe that limiting losses is the key to generating above- market returns.	Chief Executive Officer	2011-12-31

All active positions of Henry Ma

Former positions of Henry Ma

Companies	Position	End
Geode Capital Management LLC Geode Capital Management LLC Investment ManagersFinance Geode is a global systematic investment manager that uses a team-based approach across each of the firm’s investment disciplines, emphasizing a repeatable, risk-managed and collaborative investment process. Their systematic techniques draw from a wide variety of information sources, with a focus on liquidity and transparency.	Portfolio Manager-Equities	2010-09-30

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Linked companies

Private companies	4
Geode Capital Management LLC Geode Capital Management LLC Investment ManagersFinance Geode is a global systematic investment manager that uses a team-based approach across each of the firm’s investment disciplines, emphasizing a repeatable, risk-managed and collaborative investment process. Their systematic techniques draw from a wide variety of information sources, with a focus on liquidity and transparency.	Finance
Boston University Boston University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Peking University Peking University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Julex Capital Management LLC Julex Capital Management LLC Investment ManagersFinance Julex provides innovative solutions in the areas of tactical asset allocation, quantitative investing and option overlays. The firm tends to reduce risks and preserve capital when the capital markets are weak while providing attractive returns when the capital markets are stronger. They believe that limiting losses is the key to generating above- market returns.	Finance

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