|
All our 23,130 stories are here...Call 212-331-8995 to add to the pile
|
Get MFWire Alerts
|
|
|
MFWire: NEOS ETFs
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
|
|
NEOS Investments
|
55 Post Road W
Westport, CT 06880
Google Maps
Contact
Main Phone: 203-915-2875
Web Site:
https://neosfunds.com/
Mutual Fund Brand(s)
NEOS ETFs
Research Links
SEC Fund Filings by CIK Series
|
|
Background:
|
Troy Cates and Garrett Paolella, and Taeyong Lee co-founded NEOS in April 2022. (Paolella and Cates previously worked together at Harvest Volatility Management, Horizons, Recon, and MKM Partners. Lee previously served as global head of ETFs at Mirae Asset, Horizon's parent.)
Lee also serves as chief global strategy officer at Wavebridge, a South Korean quant firm that is a strategic partner to NEOS. (NEOS is majority-owned by its own employees, but Wavebridge holds a minority stake.)
NEOS ("Next Evolution of Option Strategies") specializes in a quantitative, systematic approach to asset management. The team debuted their first three ETFs in August 2022. All three of those ETFs are actively managed with traditional, daily disclosures of holdings and feature options-powered strategies intended to generate monthly income; one of the funds is an equities-focused fund, while the others are fixed income-focused funds.
|
|
Sponsored Opportunities
|
|
Key People:
|
Troy Cates
Co-Founder, Managing Partner, NEOS Investments LLC | Garrett Paolella
Co-Founder, Managing Partner, NEOS Investments LLC | Taeyong Lee
Co-Founder / Chief Global Strategy Officer, NEOS Investments LLC / Wavebridge |
|
|
|
Story Archive for NEOS Investments
|
|
Published On
|
|
Story Headline
|
Publication |
|
6/30/2025
|
|
Eagle Soars Again, Thanks to a $150MM Month
|
MFWire.com
|
|
6/25/2025
|
|
Small Firms' Flows Recover By $1.5B As a CT ETF Shop Repeats
|
MFWire.com
|
|
5/22/2025
|
|
Netting $367MM, Neos Pulls Ahead
|
MFWire.com
|
|
4/24/2025
|
|
BlackRock, Research Affiliates, and 13 Other AMs Win Big In Gotham
|
MFWire.com
|
|
4/21/2025
|
|
Neos Wins Q1 With $1.3B
|
MFWire.com
|
|
4/8/2025
|
|
Neos Plans to Shutter a $6MM-AUM ETF
|
MFWire.com
|
|
3/28/2025
|
|
Neos Pulls Ahead With a $241MM Inflows Boost
|
MFWire.com
|
|
3/25/2025
|
|
A Gotham Startup Preps a Historically Weighted Fund
|
MFWire.com
|
|
2/26/2025
|
|
Small Firms' Net Flows Rebound By $2.8B
|
MFWire.com
|
|
1/29/2025
|
|
Column Wins 2024 With $4.219B
|
MFWire.com
|
|
1/23/2025
|
|
Near NYC, a 3YO ETF Shop Targets Real Estate
|
MFWire.com
|
|
1/2/2025
|
|
An Income ETF Shop Targets 20+ Year Treasuries
|
MFWire.com
|
|
12/9/2024
|
|
For ETF #6, a Gotham Startup Plugs Into Neos, And ...
|
MFWire.com
|
|
11/26/2024
|
|
Small Firms' Net Flows Fall $1.5B From September, But ...
|
MFWire.com
|
|
10/28/2024
|
|
With $790MM, PTAM Pulls Ahead
|
MFWire.com
|
|
10/23/2024
|
|
For Fund 7, a Quant Shop Combines Bitcoin and Options
|
MFWire.com
|
|
8/28/2024
|
|
With $475MM, Alpha Architect Pulls Ahead Again
|
MFWire.com
|
|
7/22/2024
|
|
Alpha Architect Takes the Lead With $1.4B
|
MFWire.com
|
|
7/5/2024
|
|
A CT AM Launches Its 5th ETF
|
MFWire.com
|
|
6/27/2024
|
|
Netting $490MM, Alpha Architect Repeats
|
MFWire.com
|
|
5/17/2024
|
|
A Philly Area Firm Leads With $668MM
|
MFWire.com
|
|
3/21/2024
|
|
A Crypto-Focused Firm Leads With $949MM
|
MFWire.com
|
|
1/25/2024
|
|
Bridge Builder Threepeats As Flows Rebound
|
MFWire.com
|
|
1/25/2024
|
|
A Philly Area Firm Leads With $1.1B
|
MFWire.com
|
|
12/15/2023
|
|
Bridge Builder Repeats, Netting $127MM Per Fund
|
MFWire.com
|
|
12/14/2023
|
|
With $124MM, a Gotham Shop Takes the Lead
|
MFWire.com
|
|
11/27/2023
|
|
With $182MM Per Fund, Bridge Builder Regains the Lead
|
MFWire.com
|
|
10/27/2023
|
|
Bridge Builder Dominates With $681MM Per Fund
|
MFWire.com
|
|
9/26/2023
|
|
Neos Threepeats With $70MM Per Fund
|
MFWire.com
|
|
9/25/2023
|
|
YieldMax Repeats, Thanks to $424MM
|
MFWire.com
|
|
8/22/2023
|
|
Neos Repeats, Netting $88MM Per Fund
|
MFWire.com
|
|
8/21/2023
|
|
YieldMax Takes the Lead With $303MM
|
MFWire.com
|
|
7/26/2023
|
|
Neos Takes the Lead With $99MM Per Fund
|
MFWire.com
|
|
7/25/2023
|
|
Strive Leads With $102MM
|
MFWire.com
|
|
9/22/2022
|
|
An Anti-ESG Startup Wins In August
|
MFWire.com
|
|
9/14/2022
|
|
Coming Soon For a Quant Startup: Hiring, Subadvising, and More ETFs
|
MFWire.com
|
|
8/30/2022
|
|
A CT Quant Shop Starts With an ETF Triple
|
MFWire.com
|
|
|
|
|
Raw XML
