Webcast
Webcast: Mag Seven Got You Down?
With stock markets ever more concentrated in the big tech stocks investors are left with a dilemma - how to diversify without losing out. Join Austin Graff, CFA Chief Investment Officer of Opal Capital, Yuri Khodjamirian, CFA, Chief Investment Officer of Tema ETFs and Ben Emons, MBA, MSF, Senior Global Macro Strategist at Tema ETFs to cover strategies for advisors in the current market environment.
Topics covered will include:- The current market environment and its pitfalls
- How to diversify without “di-worsifying”
- Investment opportunities outside of tech
Oct 16, 2024
10:00am PT | 1:00pm ET
Register
Speakers:
Austin Graff, CFA
Austin Graff is the Founder and Chief Investment Officer of Opal Capital. He is also currently the Portfolio Manager for the Opal Dividend Income ETF (DIVZ), a publicly traded US Dividend ETF. As a veteran financial commentator, Graff has been profiled and quoted in Barron’s, CNN Business, Yahoo! Finance, MarketWatch and more. He holds an MBA from the Krannert School of Management at Purdue University and a bachelor’s degree from Purdue University, and earned the Chartered Financial Analyst (CFA) designation in 2012.
Yuri Khodjamirian, CFA
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 to one of the best performing funds in the sector 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.
Ben Emons, MBA, MSF
Ben Emons is Senior Global Macro Strategist at Tema ETFs., Prior, he was the Chief Economist and Head of Credit Portfolio Management at Intellectus Partners. From 2008 to 2015 he was a Senior Vice President and Portfolio Manager in the global portfolio management group at Pacific Investment Management Company (Pimco), Newport Beach, California. He also served in other roles such as portfolio manager at Nuveen Investments and Senior Derivatives Trading at Abn Amro Bank N.V. in London and Amsterdam, and the Head of Fixed Income at NewEdge Wealth. He has 28 years of investment experience and holds an MBA from the University of Southern California Marshall School of Business and a master's degree in international finance from the University of Amsterdam.
Risk Information
Carefully consider the Fund’s investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund’s prospectus or summary prospectus, which may be obtained by visiting www.temaetfs.com. Read the prospectus carefully before investing.
Diversification does not ensure profits or prevent losses.
Investing involves risk including possible loss of principal. The Funds may invest a significant portion of their assets in one or more sectors and thus will be more susceptible to the risks affecting those sectors than funds that have more diversified holdings across a number of sectors. There is no guarantee the adviser’s investment will be successful in identifying and investing in thematic trends.
The small- and mid-capitalization companies in which the Funds invest may be more vulnerable to adverse business or economic events than larger, more established companies, and may underperform other segments of the market or the equity market as a whole.
The Tema Alternative Investment Managers ETF prospectus was filed with the SEC on August 31st, 2022. Investing in the fund is not yet possible. Please see a copy of the prospectus linked here.
International and emerging market investing may involve risk of capital loss from unfavorable fluctuations in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Frontier markets generally have less developed capital markets than traditional emerging market countries, and, consequently, the risks of investing in foreign securities are magnified in such countries.
Because the Funds evaluate ESG factors to assess and exclude certain investments for non-financial reasons, the Funds may forego some market opportunities available to funds that do not use these ESG factors.
Adviser: Tema Global Limited
Distributor: Foreside Fund Services, LLC.
The information on this website does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. Tema Global Limited or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.