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Heptagon Capital

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  • Heptagon Future Trends Equity Fund: A pan-thematic approach to investing
    Heptagon Future Trends Equity Fund: A pan-thematic approach to investing
    Alexander Gunz, Portfolio Manager, Heptagon Capital Recorded: Dec 13 2018 39 mins
    The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.

    The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.

    Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).

    All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.

    Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.
  • Driehaus US Micro Cap Equity Fund Q3 2018 Webcast
    Driehaus US Micro Cap Equity Fund Q3 2018 Webcast
    Jeff James Recorded: Oct 30 2018 26 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Yacktman US Equity Fund Q3 2018 Webcast
    Yacktman US Equity Fund Q3 2018 Webcast
    Jason Subotky Recorded: Oct 29 2018 15 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Kettle Hill US L/S Equity Fund Q3 2018 Webcast
    Kettle Hill US L/S Equity Fund Q3 2018 Webcast
    Andrew Kurita Recorded: Oct 22 2018 24 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Kopernik Global All-Cap Equity Fund Q3 2018 Webcast
    Kopernik Global All-Cap Equity Fund Q3 2018 Webcast
    David Iben Recorded: Oct 18 2018 38 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Driehaus Emerging Markets Equity Fund Q3 2018 Webcast
    Driehaus Emerging Markets Equity Fund Q3 2018 Webcast
    Richard Thies Recorded: Oct 11 2018 19 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Heptagon Future Trends Equity Fund Q3 2018 Webcast
    Heptagon Future Trends Equity Fund Q3 2018 Webcast
    Alexander Gunz Recorded: Oct 10 2018 31 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove third-quarter performance, the team's outlook, and current portfolio positioning.
  • Heptagon Listed Private Assets Fund Q3 2018 Webcast
    Heptagon Listed Private Assets Fund Q3 2018 Webcast
    Arnaud Gandon Recorded: Oct 8 2018 24 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Heptagon European Focus Equity Fund Q3 2018 Webcast
    Heptagon European Focus Equity Fund Q3 2018 Webcast
    Christian Diebitsch Recorded: Oct 4 2018 30 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove third-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Cushing U.S. Energy Infrastructure Equity Fund Q2 2018 Webcast
    Cushing U.S. Energy Infrastructure Equity Fund Q2 2018 Webcast
    Cushing Investment Team Recorded: Jul 30 2018 38 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the investment team's outlook, and current portfolio positioning.

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