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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
    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
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