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, […]
View From The Top
Heptagon's monthly newsletters contain the latest views from Fund Manager, Alex Gunz.
Future trends blog
HEPTAGON THEME PIECES
Detailed insights and reports on future trends by Fund Manager Alex Gunz.
Thank you for following us on the 12-day European Focus Fund journey!
Thank you for following us on the 12-day European Focus Fund journey! We hope you found it interesting! We wish you and your loved ones all the best this holiday season! For future updates on the Fund, please register to our mailing lists, here. For more information about the European Focus Fund and its other […]
How Christian Diebitsch Got Into Investing
Listen in to Fund Manager, Christian Diebitsch’s journey into the investment world and what highlighted the beginning of his career. Click here to watch the full video. For further information please visit the Fund page here. This is provided for information purposes only and does not constitute investment advice or any recommendation to buy, […]
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Heptagon Capital is an active participant in the investment world and regularly provides insight and comment.
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