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. 37 experienced and highly motivated individuals from 16 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 Managing Partner
Fredrik Plyhr
Managing Partner
Eran Ben-Zour
Managing Partner

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

Easterly US Value 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

Future Trends Blog
Featured Insights24 November 2021

Season 3, Post 45: Ten top trivia titbits

Late November marks the time of the year when most commentators – your author included – pen their annual outlook pieces. We have been thinking and writing about the future for the last decade and this week saw the release of our tenth annual outlook piece (for interested parties, our very first one can be […]

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Heptagon Theme Pieces
Featured Insights22 November 2021

Key themes for 2022 and beyond

Executive Summary: Thematic investing is a core part of our investment process at Heptagon. Since 2011, we have published over 50 dedicated pieces of thematic work, and this constitutes our tenth annual review of the key long-term secular trends that we expect to grow in importance over time. The themes we have investigated – many […]

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Future Trends Blog
Featured Insights17 November 2021

Season 3, Post 44: Riding the NFT wave

Ask most people about Japanese art and their first answer would likely be Hokusai, a prolific early 19th Century painter, most famous for the “The Great Wave”. If you’re lucky enough to live in London, then visit – as your author did recently – the British Museum (BM) for an exhibition of some of Hokusai’s […]

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