Henry Ma - Harvest

Henry Ma

Affiliation

Julex Capital Management

President and Chief Investment Officer

Title

Portfolio Manager

Certifications

Chartered Financial Analyst (CFA)

Education

Boston University

Degree

Ph.D./Economics

Company Name
Julex Capital Management

Company Description
Tactical Asset Allocation Manager

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Henry Ma, Julex Capital Management

Tactical Asset Allocation in the Age of ETFs

Summary After the financial crisis of 2007-2008, there was renewed interest in Tactical Asset Allocation (TAA) as investors searched for better downside risk management solutions. A new class of TAA managers, often referred to as “tactical ETF ...

Jul 25, 2016

Henry Ma, Julex Capital Management

The Tale of Four Augusts – Will This Time Be the Same?

The difficult market environment in August reminded us about the three other Augusts – August 1997 (Asian crisis), August 1998 (Russian crisis) and August 2011 (European debt crisis). In each of those episodes, there were some type of global ...

Sep 03, 2015

Henry Ma, Julex Capital Management

What Will Happen to Bonds When the Fed Raises Rates?

During her speech last Friday before the Greater Providence Chamber of Commerce, the Fed Federal Reserve chair Janet Yellen indicated the Fed may raise rates at some point this year. She said, “ … if the economy continues to improve as I ...

May 27, 2015

Henry Ma, Julex Capital Management

Most Investors Don’t Have a Plan to Manage Market Downturns, Do you?

Both S&P 500 and Nasdaq Composite Indices reached new highs again last week. Investors are much more optimistic after a six-year bull market. However, investors are wary that a market correction could derail their financial plan even ...

Apr 29, 2015

Henry Ma, Julex Capital Management

Adaptive Investment Approach

I have just published my article " Adaptive Investment Approach" in the "Alternative Investment Analyst Review (AIAR)". The article discusses a new active management approach - adaptive investment approach, which aims to identify market regimes, ...

Apr 07, 2015

Non-US Equity Markets in July: A Closer Look at Shifting Regional Dynamics

Sponsored By Diamond Hill

Global markets showed a mixed picture in July. From Taiwan's tech-led strength to Europe's patchy performance and Latin America's headwinds, our commentary explores the shifting dynamics shaping non-US equities. (3 min read)

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