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.
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 14: Fake steak and test-tube tomatoes
Next week marks the reopening of London’s restaurants – at least for outdoor dining – for the first time since December 2020. Menus will likely be full of the joys of spring; perhaps an asparagus starter followed by some young lamb. Needless to say, your author already has several reservations in his diary. While not […]
Season 3, Post 13: Life on Mars
Plans are afoot to build the first human city on Mars. Yes, you did read that sentence correctly; it is not an April Fool’s Day spoof. Spanish design firm and think-tank ABIBOO released plans last week for a conceptual city on the red planet that would see construction commence in 2054 with the intention for […]
The waiting game 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: Something will have to give; we’re waiting to see what. We doubt it is possible to […]