Yuri Khodjamirian, CFA, Chief Investment Officer for Tema ETFs, joined Keith Black, Managing Director of RIA Channel to discuss Tema’s differentiated approach to thematic investing.
Tema ETFs is an institutional-grade ETF issuer specialized in thematic investing. The venture-backed firm seeks out differentiated and long-lasting themes with white space in the US ETF market.
For example, Tema’s Luxury ETF (LUX) is the only US-listed ETF focused on the luxury goods market. Many of the luxury goods makers are listed only on European stock exchanges, making LUX the most convenient way for US investors to access the key global luxury goods makers.
The American Reshoring ETF (RSHO) invests in companies bringing jobs back to the US and rebuilding the American manufacturing base. Industrial production in the US has been flat for two decades, but fragile supply chains and geopolitics are leading many corporates to reinvest in US manufacturing capacity. US fiscal policy offers trillions of dollars of funding in support of this theme.
The Monopolies and Oligopolies ETF (TOLL) invests in monopolistic industries producing mission critical products and services which have the potential to generate consistently higher returns on internal capital over the very long term.
To Learn More:
Webcast – Luxury: Resilience, Growth, and Valuation Opportunity? – Watch Replay
Monopolies and Oligopolies ETF (TOLL)