Liam Flaherty

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.

Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).