Yuri Khodjamirian, CFA

Yuri Khodjamirian, CFA

Recent Posts

Q4 2023 CIO Investor Update

Quarterly Market Commentary The calendar often marks what are somewhat arbitrary posts along an investor’s journey and the year just gone as a case...

Artificial Intelligence (AI) and Incumbent Data Moats

Artificial intelligence in the form of natural language models burst onto the scene with the launch of Chat GPT from Open AI, which gained one...

2023 Rewind: 26 Key Insights from Last Year

From technological leaps to socio-economic shifts, we unwind the key highlights of this year that will define the landscape of 2024 and the years...

Tema Trends: Exploring Monopoly, Luxury ETFs and Reshoring Insights

In this edition of Tema Trends we: Ask ourselves whether the rapidly evolving technology sector has the potential to create enduring...

CIO Reflections: Q2 2023

On May 11th , 2023 , Tema launched its first three funds.

Monopolies: how Tema seeks to identify and invest in moat-like businesses

Many equity investors now know that quality and competitive advantage (moats1) matters. However, identifying firms that can sustain these for the...

No results found