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Why HRTS ETF?
Underpenetrated, large market
Obesity is forecast to affect one in four
people globally by 2035, and obesity-
related conditions like diabetes and
heart disease represent vast markets
with significant growth potential.
Source: World Obesity Atlas, March 2023
Innovation
The Industry is witnessing significant
progress in obesity therapeutics led by
new drugs such as Ozempic and
Wegovy, as well as a renaissance in
cardiovascular therapies through novel
platforms like gene editing.
Research expertise
The fund conducts deep and
comprehensive research, in an effort to
identify those companies that deliver
breakthrough solutions at attractive
valuations.
Barriers to entry
In our view, many of the businesses
identified have high barriers to entry,
such as costly and lengthy clinical trials,
large salesforce requirements in primary
care markets, and substantial patent
protection.
Uncorrelated
Performance of many companies relies
on clinical or commercial success, which
is an uncorrelated source of return.
Fund Overview
Fund Details
As of April 26, 2024
Fund Summary
The actively managed Tema Obesity & Cardiometabolic ETF seeks to provide long-term growth of capital by investing in companies leading the fight against obesity and cardiometabolic diseases. Obesity is on the cusp of a revolution in therapeutics, while heart disease, the most common cause of death, is witnessing a renaissance of therapies driven by genetic insights and tools. The complex combination of scientific, regulatory and financing risks requires investment and scientific expertise to navigate this secular theme.
Source: Our World in Data, November 2023.
Portfolio Manager
Investment Partner
David K. Song, MD, PhD, CFA
How does the Tema HRTS ETF fit in a portfolio?
Investment Style Box
Source: Tema. The investment style Box reveal’s a fund’s investment strategy by showing its investment style and market capitalization based on the fund’s portfolio holdings.
Potential Portfolio
Equity Allocation
3-5%
Equity Satellite
HRTS ETF
Equity core
Where could a position be funded from?
- Could be a more targeted alternative to existing healthcare or biopharma exposure in a portfolio.
- Provides a balanced exposure across key technologies and company risk profiles.
- Could replace a satellite or a growth-oriented position.
How to buy
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*Neither Tema Global Limited nor undefined ETF are affiliated with these financial services firms. Their listing should not be viewed as a recommendation or endorsement.