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. 37 experienced and highly motivated individuals from 17 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.
Our HISTORY
Since 2005, Heptagon Capital's timeline represents our continued dedication to growth and innovation.
AUGUST 2020
Heptagon reaches $10bn in assets under management and advice
JULY 2020
Summit Sustainable Opportunities L/S Equity Fund launches
JULY 2020
Levin Easterly US Equity Fund launches
NOVEMBER 2019
Heptagon reaches $15bn in total assets raised in Private Markets strategies on the External Manager Platform since launch in 2005
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
Season 3, Post 2: Hot topics in healthcare
The Westin St Francis hotel on Union Square in downtown San Francisco is normally where the great and good of the healthcare world descend during the second week of January. This year, of course, is far from normal and one of the industry’s largest conferences (organised by JP Morgan and now in its 39th year) […]
Season 3, Post 1: The weird and wonderful
Welcome to 2021. Sign of the times perhaps, but the title for our opening Blog post of the year perhaps captures both our current and future assessment of the world. Uncertainty reigns as the pandemic rages, but this won’t stop dynamic innovation occurring across all industries. With the present so murky, what could be more […]
Swans, cake and elephants Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. View from the very top: The polarisation towards an almost unqualified bullish consensus has been rapid. We sit in the […]
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