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Heptagon Capital

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  • Kopernik Global All-Cap Equity Fund Q4 2018 Webcast
    Kopernik Global All-Cap Equity Fund Q4 2018 Webcast
    David Iben Recorded: Jan 28 2019 33 mins
    Please be advised this webcast has been rescheduled from 24th January at 2pm GMT to 28th January at 2pm GMT, as unfortunately the Portfolio Manager, David Iben is unwell. An email has been sent to all client advising of this change. We apologise for any inconvenience caused. Thank you for your understanding.

    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Yacktman US Equity Fund Q4 2018 Webcast
    Yacktman US Equity Fund Q4 2018 Webcast
    Jason Subotky Recorded: Jan 23 2019 24 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Driehaus Emerging Markets Equity Fund Q4 2018 Webcast
    Driehaus Emerging Markets Equity Fund Q4 2018 Webcast
    Driehaus Investment Team Recorded: Jan 22 2019 42 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Kettle Hill US L/S Equity Fund Q4 2018 Webcast
    Kettle Hill US L/S Equity Fund Q4 2018 Webcast
    Andrew Kurita Recorded: Jan 21 2019 37 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager Andrew Kurita to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Driehaus US Micro Cap Equity Fund Q4 2018 Webcast
    Driehaus US Micro Cap Equity Fund Q4 2018 Webcast
    Jeff James Recorded: Jan 18 2019 31 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Heptagon European Focus Equity Fund Q4 2018 Webcast
    Heptagon European Focus Equity Fund Q4 2018 Webcast
    Christian Diebitsch Recorded: Jan 14 2019 34 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Heptagon Listed Private Assets Fund Q4 2018 Webcast
    Heptagon Listed Private Assets Fund Q4 2018 Webcast
    Arnaud Gandon Recorded: Jan 10 2019 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Arnaud Gandon, to learn about what drove fourth-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • Heptagon Future Trends Equity Fund Q4 2018 Webcast
    Heptagon Future Trends Equity Fund Q4 2018 Webcast
    Alexander Gunz Recorded: Jan 9 2019 33 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove fourth-quarter performance, the team's outlook, and current portfolio positioning.
  • 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.

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