Cls's The Weighing Machine
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:34:07
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Sinopsis
Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. 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.Key Takeaways[03:31] - Yuri’s professional background, career highlights and what brought him to Tema.[05:06] - More on Tema ETFs and what makes them stand out from their peers.[06:10] - Learn more about Tema’s investment process and philosophy.[07:24] - How does Yuri think up the ideas behind the funds they launch? What is his process?[08:37] - What is the trend of “American reshoring” and how does Tema select