Opto Sessions – Invest in the Next Big Idea

Yuri Khodjamirian - Tema's American Reshoring, Luxury, & Monopolies and Oligopolies ETFs

July 06, 2023 Haydn Brain & Ed Gotham Season 1 Episode 180
Yuri Khodjamirian - Tema's American Reshoring, Luxury, & Monopolies and Oligopolies ETFs
Opto Sessions – Invest in the Next Big Idea
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Opto Sessions – Invest in the Next Big Idea
Yuri Khodjamirian - Tema's American Reshoring, Luxury, & Monopolies and Oligopolies ETFs
Jul 06, 2023 Season 1 Episode 180
Haydn Brain & Ed Gotham

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs.

Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an example of enduring value accrual. In this episode, Yuri also discusses Tema's other innovative funds, the American Reshoring ETF [RSHO], capitalising on US infrastructure spending and reshoring initiatives, and the Luxury ETF [LUX], granting exclusive access to the global luxury industry. We conclude with Yuri emphasising why he believes active management and dedicated fund managers are essential for grasping market intricacies, followed by his take on the next big idea.

With a background in Economics from Cambridge and a decade working at Majedie Asset Management, where he co-managed the UK Income Fund, growing assets from £300m to a staggering £1.5bn, Yuri has proven himself a highly accomplished investment professional. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Show Notes

Get Opto’s best content every day by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletter

Today, we are joined in our London studio by Yuri Khodjamirian, CIO of Tema ETFs, a newly launched platform offering actively managed thematic ETFs.

Yuri dives into Tema's Monopolies and Oligopolies ETF [TOLL], targeting businesses with strong competitive advantages in monopolistic industries. He highlights its focus on companies providing mission-critical value, using Visa as an example of enduring value accrual. In this episode, Yuri also discusses Tema's other innovative funds, the American Reshoring ETF [RSHO], capitalising on US infrastructure spending and reshoring initiatives, and the Luxury ETF [LUX], granting exclusive access to the global luxury industry. We conclude with Yuri emphasising why he believes active management and dedicated fund managers are essential for grasping market intricacies, followed by his take on the next big idea.

With a background in Economics from Cambridge and a decade working at Majedie Asset Management, where he co-managed the UK Income Fund, growing assets from £300m to a staggering £1.5bn, Yuri has proven himself a highly accomplished investment professional. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.