Author: Henry Ma, Julex Capital Management


About Henry Ma, Julex Capital Management

We are Julex Capital Management. Our company offers rule-based total return strategies that strive to deliver consistent returns with low volatility and drawdowns in both bull and bear markets. Our team uses a systematic process that helps to remove human biases and emotion from the investment process. Julex is managed by industry veterans with strong academic backgrounds and practical experience in portfolio management, asset allocation and risk management. Our strategies offered through Covestor are overseen by Julex Founder Dr. Henry Ma, CFA, who uses quantitative techniques to support his investment and risk management decisions. Henry is a former Portfolio Manager at Geode Capital/Fidelity Investments, and the former Director of Quantitative Research at Loomis, Sayles & Co and Fortis Investments.