Webcast

Webcast: Tema Trends 2025: Navigating the Next Stage

As we exit 2024, major indices are at record concentration levels creating a difficult environment for investors. Understanding market structures today shapes the investment trends of tomorrow. Today’s dislocations create new investment opportunities and new ways to utilize portfolio building blocks. Join Tema’s CIO Yuri Khodjamirian, CFA to discuss how investors should navigate the next stage of equity markets. 

December 10, 2024

10am PT | 1pm ET

Register

Summary:

Topics covered will include:

  • Why market concentration matters, and the dilemma faced by investors
  • Turning the recent bout of healthcare policy uncertainty into an opportunity
  • Uncovering electrification supercycle
  • The versatility of strategic equity portfolio building blocks for future economic headwinds

Speakers:

yuri@2x
Yuri Khodjamirian, CFA

Chief Investment Officer

Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund and sits on the board of a private Scandinavian biotechnology company. He holds degrees in Economics from University of Cambridge and LSE (distinction), as well as a degree in Bioscience Enterprise from University of Cambridge. Yuri is a CFA charter holder.