Jonathan Lee
Co-Founder & CIO
Jonathan Lee, CAIA, is a founding director of Hokma IQ, bringing two decades of experience in investment management, portfolio strategy, and asset allocation. He has managed diverse portfolios across institutional, family office, and hedge fund environments, emphasizing quantitative and AI-driven approaches.
Jonathan served as Head of Investment Strategy for a multi-billion-dollar single-family office, overseeing a $1.5 billion portfolio. Under his leadership, the portfolio achieved exceptional performance, delivering a 20% return with a Sharpe ratio of 1.5, driven by factor-based strategies and machine learning portfolio optimization.
Prior to this, Jonathan led the Investment Lab at Citigroup Institutional Client Group, providing innovative cross-asset solutions to institutional clients across the UK and Nordics. He was also an Investment Analyst at Lansdowne Partners, contributing to its long/short equity strategies during periods of significant outperformance.
With expertise spanning hedge funds, private equity, fixed income, and equities, Jonathan combines technical acumen with strategic oversight to advance Hokma IQ’s mission of revolutionizing investment management through cutting-edge AI technology.