Henry Ma

Formal First Name

Henry

Link

Location

Henry Ma, Ph. D, CFA, is Founder, President, and Chief Investment Officer at Julex Capital Management. He has over two decades of extensive hands-on and leadership experience in portfolio management, asset allocation, fixed income and global macro investments, and risk management. Henry has also led quantitative research and risk management groups to develop quantitative strategies, portfolio risk analytics and structured credit strategies. Prior to founding Julex, he worked as a Portfolio Manager with Geode Capital Management, Director of Quantitative Research and Financial Engineering with Loomis Sayles & Co., and Director of Quantitative Research and Risk Management with Fortis Investments. A published author, Henry Ma is also an industry speaker on the topics of quantitative investing, risk management and structured finance.

Asset Classes

Entity Types

Industries

	Finance, Investments & Asset Management
	Insurance

Strategies

	Asset Allocation
	Hedging

Terms

During his career, Henry has managed or helped manage $30 billion in fixed income, asset allocation and global macro strategies.
Henry Ma also worked as Senior Vice President and Director of Fixed Income Strategies at Sun Life Financial, where he helped manage $30 billion in Fixed Income assets and chaired the investment strategy and asset/liability management committee.
His investment career began with John Hancock Financial Services as a Senior Associate Investment Officer.

Henry Ma's Accomplishments

People