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. 44 experienced and highly motivated individuals from 19 different nationalities make Heptagon what it is today; a powerful mix of expertise and cultural diversity.
Global but Local with Clementina Baena
Meet Clementina Baena, Vice President of Heptagon Capital and part of Fund Operations Team.
Our Team
Our people are our greatest asset: a powerful mix of expertise and cultural diversity.
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
View From The Top: The waiting game
View from the very top: We may be due a pause. Equity markets have enjoyed a robust ride year-to-date, even when consensus opinion remains highly cautious. To ignore the known unknowns would be foolish. Uncertainty over the health of the economy and the direction of monetary policy remain top of mind. At the same time, […]
David Iben wins the 2023 Fund Manager Lifetime Achievement Award
A huge congratulations to David B. Iben, CFA on winning the 2023 Fund Manager Lifetime Achievement Award at the London Value Investor Conference. Dave is the Lead Portfolio Manager and CIO of Kopernik Global Investors, LLC and we are fortunate as a firm to have partnered with him for nearly 15 years! To watch the […]
Season 5, Post 21: My trip to the Golden Triangle
Just to be clear, your author is not just returned from backpacking in Southeast Asia. Rather less glamorously, he spent part of last week travelling between the UK towns of Milton Keynes and Northampton. Talk to anyone working in logistics and along with Daventry, these three locations comprise the country’s ‘golden triangle.’ Put another way, […]