The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
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

Main Phone: 203-915-2875
Web Site: https://neosfunds.com/

Mutual Fund Brand(s)

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
    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
     News Archives
    2024: Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use