By clicking below you acknowledge that you are navigating away from temaetfs.com and will be connected to temafunds. Tema Global Limited manages both domains. Please tack note of Tema's privacy policy, terms of use, and disclosures that may vary between sites.
Invest directly by choosing one of the brokers below
Your are leaving temaetfs.com
Yuri Khodjamirian, CFA
Recent Posts
CXMT is quickly becoming a global leader in DRAM, showcasing rapid growth and expanding capacity in the semiconductor market. Explore the opportunity.
Discover how NAND flash is evolving into a crucial component of AI memory infrastructure, driven by rising demand and constrained supply growth.
Explore the critical role of memory chips in AI development, the ongoing supply shortage, and investment opportunities in the semiconductor sector.
Explore why memory is the key bottleneck in AI development, highlighting the rapid increase in demand and the implications for the technology sector.
Explore how Kalshi is reshaping prediction markets with its innovative, asset-light model, achieving rapid growth and commanding market dominance.
Explore why investors believe SpaceX could reach a $2 trillion valuation by 2026, driven by Starlink and lower launch costs enabling a new space economy.
Semiconductor equipment makers are essential to the AI era, driving chip demand and shaping the future of technology with their durable franchises.
Explore the limitations of equal weighting in the S&P 500 and discover a more effective solution that balances concentration risk without excessive trading costs.
Explore the impact of weighting schemes in index design, revealing how they shape risk, turnover, and investor experiences in the market.
Explore the rapidly growing space economy and learn how the Space Innovators ETF (NASA) offers unique investment opportunities, including access to SpaceX.
The “HALO” trade is gaining traction among investors. We explore how tollkeepers and durable moats put this idea into practice.
Learn why the S&P 500's high concentration may signal broader market gains and explore strategies for balanced portfolio exposure beyond mega-cap stocks.
Discover Chris Hohn's tollkeeper philosophy and how Tema's ETFs apply his quality-focused investment approach for durable, long-term growth.
Discover wisdom from Graham, Buffett, and Hohn. Learn about investing in durable quality companies through purpose-built ETFs for long-term success.
Discover how Federal Reserve rate cuts are a significant catalyst for quality equities, providing long-term outperformance and durability in uncertain economic times.
Learn how to invested in the S&P 500 with reduced concentration risk, with innovative strategies like Tema's S&P 500 Historical Weight ETF Strategy (DSPY).
Discover how to find durable quality investments in the financial sector and achieve a balance between growth and resilience.
Discover how quality equities perform in bull markets and explore their long-term resilience, even during uncertain times, with insights from Tema ETFs.
Learn how investing in quality companies with durable moats can offer resilience and long-term outperformance during times of market uncertainty.
Explore the benefits of investing in high-quality international stocks focusing on long-term sustainability & competitive advantages with Tema's ITOL ETF,
Indispensable businesses provide mission-critical products. Learn why these companies are resilient, high-quality, and potentially strong investments.
Reduce S&P 500 concentration risk. Discover how DSPY’s historical-weight approach balances exposure, lowers single-stock risk, and preserves index core.
Tema Monopolies and Oligopolies ETF (TOLL) , a fund investing in durable, tangible and dominant moat equities could act as a real asset.
Discover a new approach to investing by focusing on durable, tangible, and dominant moats for long-term stock performance.
In this article we uncover the difference between etfs and mutual funds to help inform which suits your investment strategy
Learn what ETF liquidity is, why it matters, and how it affects trading. Discover factors influencing liquidity and how it impacts your investment returns.
Quarterly update on market performance and investment strategies from Tema's CIO, highlighting key insights, fund performance, and shifts in various ETFs.
Discover Tema GLP-1, Obesity & Cardiometabolic ETF, the world's first ETF investing in GLP-1 for obesity and cardiometabolic diseases.
Discover the top biotech therapeutic areas, focusing on oncology, neurology, and obesity and cardiovascular therapeutic areas.
Discover biotech m&a trends and the importance of investing in this sector. Learn about drivers on how M&A impacts healthcare portfolios.
Discover the importance of active management in investing in obesity and cardiometabolic trends, navigating risks and opportunities of the industry.
Read about the 2024 market outlook, insights on key investment funds, and the potential trends to watch in this detailed investor update by Tema's CIO.
Discover our approach to generating investment ideas by defining a strategic universe, refining research sets, and sparking creativity for robust portfolio opportunities.
Position your portfolio strategically for the upcoming US election by considering sector focus risks and foreign market investments.
Read about the market trends and outlook for 2024 in this CIO update.
Learn about Tema’s active investment process, combining fundamental analysis and systematic strategies to optimize portfolios and manage risks effectively.
Discover how artificial intelligence is disrupting the market and why data moats are becoming crucial for information service businesses.
Discover how to assess the valuation case for potential investments and the various approaches used to determine stock value.
From technological advancements to economic trends, discover the significant highlights that will define 2024 and beyond.
Learn about security selection in investing and how to generate alpha by selecting the right stocks through fundamental research.
Learn about informational, analytical, and behavioral edges in the investment process.
Learn how Tema implements multi-layered risk management in investing risk management strategies to enhance investment outcomes.
Discover the optimal portfolio construction process to maximize alpha and avoid losses. Learn about position sizing, and portfolio management strategies.
.png)
Explore the potential for enduring monopolies in the rapidly evolving technology sector and insights into American Reshoring & luxury investing.
Learn why a strong operating base is crucial for company success. Explore factors like product positioning, R&D, management, location, and business model.
Tema's Q2 2023 reflections reveal the promising start of their new funds, the American Reshoring ETF, Luxury ETF, and Monopolies and Oligopolies ETF.
Understanding the importance of balance sheets and cash flow-driven investing, the risks of weak financial metrics, the potential for value impairment.
Discover the benefits of investing in monopolies and moat-like businesses. Learn how to identify firms with strong barriers to entry for long-term returns.
No results found