Featured insights
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.
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, […]
View From The Top: On walls, fear and simplicity
View from the very top: The 60-40 portfolio is back. Despite overwhelmingly sceptical and bearish investor sentiment, equity markets are higher and global bond yields lower than they were six months ago. Uncertainty may be at elevated levels with a credit crunch, rolling banking sector crises and a recession all but inevitable. However, there are […]
View From The Top: The Game Is Up
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. Years of unconventional monetary policy followed by the fastest pace of interest rate hikes in a generation were always going to have consequences. Something […]
Future trends blog
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, […]
Season 5, Post 20: In conversation with Dr Gordon Sanghera
One of the first things visitors may notice when they arrive at the headquarters of Oxford Nanopore are the murals that adorn the common spaces. On one wall, there is a picture of the group Nirvana. On another, The Ramones. Blondie features on a third. When I asked my host whether the founders were music […]
Season 5, Post 19: The autonomous bus stops here
Self-driving cars have been a feature in the US for some time. Most services are limited to specific boroughs and the trend is by no means widespread. The British have not been quite yet ready to embrace the technology, but an autonomous bus service has been operating on an Oxford business park since March. In […]
HEPTAGON THEME PIECES
Detailed insights and reports on future trends by Fund Manager Alex Gunz.
Your questions on AI (answered by a human)
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. If you haven’t heard of Chat-GPT or you don’t know that AI is an acronym for artificial intelligence, then you’ve probably been living on […]
Circular Economy: In the round
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. Executive summary: At least $2tr of value could be unlocked globally by the middle of this century through the embrace of more circular economy […]
Key Themes for 2023 and Beyond
We’re all thinking about the future differently given the current environment. However, our contention has always been that the trends on which we focus will play out over a multi-year if not multi-decade horizon. Of course, some will assume greater priority in the near-term than others. Where we have focused and what we have written […]
EUROPEAN FOCUS
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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In the news
Heptagon Capital is an active participant in the investment world and regularly provides insight and comment.
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 […]
Qblue Article 9 Fund remains AAA-rated on MSCI
We are pleased that our flagship sustainable UCITS Fund, the Qblue Global Sustainable Leaders Fund, remains AAA-rated by MSCI and ranks in the 100th percentile within the Global Equity peer group. Recently, MSCI enhanced their ESG Fund Ratings to raise the requirements for a Fund to be assessed as a Leader (AA/AAA), improve stability in […]
Alex Gunz joins Jill Malandrino on Nasdaq TradeTalks to discuss AI
We are pleased to share that Alex Gunz, the Fund Manager of Heptagon Future Trends Equity Fund featured in a recent segment of Nasdaq TradeTalks. Alex joined Jill Malandrino to discuss the most relevant issues with AI and if it’s hype, reality, or somewhere in between. To watch the full interview, click here. To further […]
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