About Us - Heptagon Capital

Heptagon identifies truly exceptional boutique managers and aims to deliver access to the best investment opportunities, advice, structuring and client service.

About Us

Founded in 2005, Heptagon identifies truly exceptional boutique managers and aims to deliver access to the best investment opportunities, advice, structuring and client service available.

Clients
count on us.

Heptagon Capital is a private investment firm, run on partnership principles, founded in July 2005 by three senior former Morgan Stanley Executives; Tarek Mooro, Fredrik Plyhr and Eran Ben-Zour.

The core of our business is identifying truly exceptional boutique managers who focus on risk-adjusted returns rather than on a benchmark; who are below the radar in our regions and are not currently accessible to our investors.

We rely on our extensive and unique global network, our experience and our industry knowledge to source such talent. This translates into cutting-edge investment solutions.

Our vision is to deliver seamless access to the very best investment opportunities, advice, structuring, execution and client service available, across both traditional and alternative asset classes.

Through a balance of objectivity, innovation, high service and performance, we aim to bridge the gap between sophisticated investor demands and what is generally available in the market today.

We are driven by a rigorous team ethic; a culture of partnership and shared ideas. 45 experienced and highly motivated individuals from 20 different nationalities make Heptagon what it is today; a powerful mix of expertise and cultural diversity.

Our Team

Our people are our greatest asset: a powerful mix of expertise and cultural diversity.

Tarek Mooro
CEO and Founding Partner
Fredrik Plyhr
Founding Partner
Eran Ben-Zour
Founding Partner

Our HISTORY

Since 2005, Heptagon Capital's timeline represents our continued dedication to growth and innovation.

JANUARY 2022

Qblue Global Sustainable Leaders Fund Launches

AUGUST 2020

Heptagon reaches $10bn in assets under management and advice

JULY 2020

Summit Sustainable Opportunities L/S Equity Fund launches

JULY 2020

Easterly US Value Equity Fund launches

ESG

Heptagon Capital is an independent asset manager with a proven pedigree in long-term sustainable business management

We believe that sustainable investing can drive positive impacts for society and the environment, and hence we put an emphasis on transparency, with our active investment management culture built on ‘responsible investing’.

As such, we believe that environmental, social and governance (ESG) factors are also an important part of robust fundamental analysis, and that integrating them in the investment processes is paramount. Our responsible investing guidelines are based on this belief and on our firm’s commitment to provide the highest quality of active asset management, which defines both us and our clients.

Featured Insights

Future Trends Blog
Featured Insights27 September 2022

Season 4, Post 38: Mission to the dataverse

Forget the metaverse and embrace to the dataverse. This was the message we took away from attending Big Data LDN. Billed as “the UK’s leading data and analytics event,” some 150 exhibitors, 200 speakers and a few thousand delegates descended on the Olympia conference venue for two days of big data. Present were obvious names […]

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Future Trends Blog
Featured Insights22 September 2022

Season 4, Post 37: Looking outwards

For a country with fewer than 6m inhabitants, it is impressive how many world-class and truly global businesses Denmark has produced: from Carlsberg in beer to Maersk in shipping via the wind turbines of Vestas and the diabetes treatments pioneered by Novo Nordisk. “We’re a small country; we’ve always had to look outwards” was one […]

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In the News
In the News16 September 2022

Citywire Spain Awards 2022 Nomination

We are pleased to announce that the Heptagon sub-advised UCITS Driehaus Emerging Markets Sustainable Equity Fund has been nominated for the Citywire Spain Awards 2022 in the category Equity – Global Emerging Markets. Congratulations Rich, Chad and Howard on the nomination! For further information on the fund, click here. Disclaimers  The document is provided for […]

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