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. 43 experienced and highly motivated individuals from 19 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.
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
Season 4, Post 21: On the road, part 2
Your author landed back from the US yesterday, having completed his 9-day cross-country tour, visiting 23 businesses over 6 different states. The early part of this week and the tail end of last were spent in California and Arizona, having previously toured the North East of the country. The sun may have shone (with temperatures […]
Season 4, Post 20: On the road, part 1
On the Road, Jack Kerouac’s defining 1957 novel, charts the progress of its protagonist from coast to coast across the US. While not literally following in his footsteps, your author is currently on the road, in America for the first time since March 2020. Having landed in Boston on Sunday, he will be visiting six […]
Season 4, Post 19: Sunshine in Munich
When your author was in Munich earlier this week, the temperature hit a high of 26 degrees Celsius. Although very warm for May, it seemed only appropriate, for he was visiting Intersolar, billed as “the world’s leading exhibition for the solar industry.” Some 1800 visitors descended on the city’s conference centre to learn about everything […]