MutualFundWire.com: A Gotham Startup Preps a Historically Weighted Fund

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Tuesday, March 25, 2025

A Gotham Startup Preps a Historically Weighted Fund

The folks at a New York City startup are preparing to roll out a historically weighted fund, with help from a familiar ally in the Constitution State.

Maurits Henricus Pot
Tema ETFs
Founder, CEO

Today, the Tema ETFs LLC team filed to create the Tema S&P 500 Historical Weight ETF Strategy (DSPY on the NYSE Arca, Inc.). Manhattan-based Tema will serve as the ETF's investment advisor, and Westport, Connecticut-based Neos Investment Management, LLC will serve as subadvisor. (Neos also subadvises Tema's seven existing ETFs.)

DSPY will come with an expense ratio of 18 basis points. It will be designed to track the current components of the S&P 500 index, but weighted according to those components' historical average monthly weightings since December 29, 1989.

The PM team for DSPY will includes three Tema portfolio managers: Alexander Fribourg, vice president of product and strategy; Yuri Khodjamirian, chief investment officer; and Maurits Pot, founder and CEO. The planned fund's PM team will also include three Neos PMs: Troy Cates, co-founder and managing partner; Ryan Houlton, head of trading; and Garrett Paolella, co-founder and managing partner.

DSPY will be an actively managed, diversified series of the Tema ETF Trust. The planned ETF's other service providers will include: Cohen & Company, Ltd. as independent accounting firm; ACA's Foreside Fund Services, LLC as distributor; Thompsn Hine LLP as counsel; U.S. Bancorp Fund Services, LLC (dba U.S. Bank Global Fund Services) as administrator and transfer agent; and U.S. Bank, N.A. as custodian.

Printed from: MFWire.com/story.asp?s=69691

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