Understand the Opportunity

Independent thought leadership informed by intellectual rigour and investment expertise.
Yuri Khodjamirian, CFA

Yuri Khodjamirian, CFA

Recent Posts

Navigating Bull Markets: Why Quality Stocks Remain Attractive

Discover how quality equities perform in bull markets and explore their long-term resilience, even during uncertain times, with insights from Tema ETFs.

Quality During Times of Uncertainty

Learn how investing in quality companies with durable moats can offer resilience and long-term outperformance during times of market uncertainty.

International Durable Quality: Exploring The Potentially Winning Formula

Explore the benefits of investing in high-quality international stocks focusing on long-term sustainability & competitive advantages with Tema's ITOL ETF,

Mission-Critical Businesses

Indispensable businesses provide mission-critical products. Learn why these companies are resilient, high-quality, and potentially strong investments.

The DSPY ETF: S&P 500 with Reduced Concentration Risk

Reduce S&P 500 concentration risk. Discover how DSPY’s historical-weight approach balances exposure, lowers single-stock risk, and preserves index core.

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