EXCLUSIVE: Tema ETFs' Innovative Thematic Investing Approach Targets New Opportunities Beyond The Fads
Portfolio Pulse from Piero Cingari
Tema ETFs is revolutionizing thematic investing by focusing on long-term structural trends and precise security selection, avoiding short-term market fads. Yuri Khodjamirian, CFA, highlighted Tema's approach during Benzinga's 'ETFs Unlocked' session. Tema ETFs, with six funds in the market, emphasizes quality and alignment between themes and securities, as seen in their ETFs targeting reshoring in the U.S. (RSHO), cardio-metabolic diseases (HRTS), and luxury goods (LUX). The company also offers ETFs focused on oncology (CANC), global royalties (ROYA), and monopolies and oligopolies (TOLL).
December 01, 2023 | 4:14 pm
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NEUTRAL IMPACT
Tema Oncology ETF is one of Tema's thematic offerings, focusing on the oncology sector.
While CANC is part of Tema's thematic ETFs, the article does not provide specific details that would suggest an immediate impact on its short-term price.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Microsoft Corp. is mentioned as an example of a company often overrepresented in unrelated ETFs, which Tema ETFs aims to avoid in their security selection.
Microsoft is cited as an example of misalignment in thematic ETFs, but the context does not imply a direct impact on MSFT's short-term stock price.
CONFIDENCE 70
IMPORTANCE 50
RELEVANCE 30
NEUTRAL IMPACT
Tema Global Royalties ETF is another thematic ETF by Tema, centered on the royalties sector.
ROYA is mentioned as part of Tema's ETF offerings, but without specific details in the article to influence its short-term price direction.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
Tema Monopolies and Oligopolies ETF (TOLL) is designed to invest in companies with monopolistic or oligopolistic advantages.
TOLL is included in the list of Tema's ETFs, but the article lacks specific information that could predict a short-term price movement.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Tema Cardiovascular and Metabolic Diseases ETF targets companies innovating in cardiometabolic disease treatment, a significant global health issue.
Managed by an expert with over 25 years of experience, HRTS's focus on a sector responsible for a third of global deaths may attract investors, positively impacting its short-term price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Tema Luxury ETF seeks companies representing true luxury, aiming to benefit from the growing global wealthy population.
LUX's strategy to avoid mass consumer brands and focus on high-end luxury could see positive investor sentiment, potentially increasing its short-term price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Tema American Reshoring ETF focuses on companies benefiting from U.S. manufacturing reshoring, a trend supported by government spending.
The emphasis on government initiatives like the Inflation Reduction Act and private sector reshoring efforts could drive investor interest in RSHO, potentially boosting its short-term performance.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80