Understand the Opportunity

Independent thought leadership informed by intellectual rigor and investment expertise.
Hong Yi Chen, CFA

Hong Yi Chen, CFA

Hong Yi Chen is an Investment Partner at Tema ETFs. Hong has 15 years of investment experience, primarily at Majedie Asset Management and Liontrust Asset Management, where he managed US and global funds with over $1 billion in assets under management. He also has experience as a long/short equity analyst. Hong holds a degree in Economics from Cambridge University and is a CFA charter holder.
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Recent Posts

Photonics & Optical Technology, Explained

Explore how photonics and optical technology are transforming AI infrastructure by enabling faster data movement, overcoming the limitations of copper.

Photonics: The Quiet Technology Powering the Next Wave of AI Infrastructure

Discover how photonics technology is set to revolutionize AI infrastructure, enabling faster data movement and unlocking new investment opportunities.

SpaceX on Sale? Why EchoStar Is a Top Position in NASA

Explore why EchoStar presents a compelling investment opportunity in the space sector, potentially offering greater value beyond its SpaceX shares alone.

Beyond SpaceX: 5 Leading Companies in the Space Economy

Explore five key players shaping the space economy beyond SpaceX, from launch services to satellite manufacturing, and connectivity solutions.

How to Build a Moat AI Can’t Disrupt

Discover how to build resilient business moats in an AI-driven economy by focusing on physical assets and scarcity rather than intangible digital assets.

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