Insights from Heptagon Capital’s Fund Managers

Heptagon Capital is an active participant in the investment world, regularly producing theme pieces, blog posts, webcasts and press releases.

Our Insights

Heptagon Capital regularly produces investment insights and is an active participant in the investment world.

Featured insights

Future Trends Blog
Featured Insights02 February 2023

Season 5, Post 5: Enzymes for the circular economy

We have a big problem with plastic. Just 14% of the plastic produced on the planet globally is recycled each year (per the OECD). Nearly all of it ends up in landfills. If it doesn’t find its way to a landfill, then the waste may end up in the ocean. The equivalent of one dump […]

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View From the Top
View From the Top01 February 2023

View From The Top: Mission accomplished?

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: Risk-on seems to be the order of the day. Some mean reversion was always going to be inevitable after […]

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Future Trends Blog
Featured Insights25 January 2023

Season 5, Post 4: “Nothing has made a difference”

These were the cheery words used to describe attempts to tackle climate change to-date. They were spoken by Sir Dieter Helm CBE, a Professor of Economics at the University of Oxford and a leading expert in the field. Your author was privileged to join a small group meeting with Sir Dieter last week to hear […]

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View From The Top

Heptagon's monthly newsletters contain the latest views from Fund Manager, Alex Gunz.

View From the Top
View From the Top01 February 2023

View From The Top: Mission accomplished?

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: Risk-on seems to be the order of the day. Some mean reversion was always going to be inevitable after […]

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View From the Top
View From the Top04 January 2023

View from the top: We ain’t done yet

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: The path forward will be extremely fraught and volatile but even against this backdrop, we believe it is possible […]

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View From the Top
Featured Insights01 December 2022

View From The Top: Beyond the peak

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: 2023 won’t be a smooth ride for investors, but after the extent of the sell-offs witnessed across all major […]

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Future trends blog

Future Trends Blog
Featured Insights02 February 2023

Season 5, Post 5: Enzymes for the circular economy

We have a big problem with plastic. Just 14% of the plastic produced on the planet globally is recycled each year (per the OECD). Nearly all of it ends up in landfills. If it doesn’t find its way to a landfill, then the waste may end up in the ocean. The equivalent of one dump […]

Learn more
Future Trends Blog
Featured Insights25 January 2023

Season 5, Post 4: “Nothing has made a difference”

These were the cheery words used to describe attempts to tackle climate change to-date. They were spoken by Sir Dieter Helm CBE, a Professor of Economics at the University of Oxford and a leading expert in the field. Your author was privileged to join a small group meeting with Sir Dieter last week to hear […]

Learn more
Future Trends Blog
Featured Insights19 January 2023

Season 5, Post 3: Sun Tzu was right

Ask most people about logistics and their eyes may glaze over. However, as the Chinese General, Sun Tzu, highlighted many years ago, “the line between disorder and order lies in logistics.” Think back to the start of 2020 when the COVID-19 pandemic began for a perfect case study in disorder – empty shelves in supermarkets […]

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HEPTAGON THEME PIECES

Detailed insights and reports on future trends by Fund Manager Alex Gunz.

Heptagon Theme Pieces
Heptagon Theme Pieces15 November 2022

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 […]

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Heptagon Theme Pieces
Heptagon Theme Pieces26 October 2022

Drones: Now ready for take-off?

Executive summary: We may be on the cusp of a transformation in how people and goods are transported. If the full potential of drones is realised, then how we shop, travel and do almost anything else may be revolutionised. The number of possible drone use cases is almost limitless. The industry has evolved from a conceptual or hype-based phase to practical trials and real-world deployments, accelerated by falling costs and improving technology. Regulators are getting on board. Over $5bn has been committed to funding 130 different start-ups in the last two years. By 2030, the (non-miliary) drone opportunity could be as large as $100bn. Although there are few listed pure-play drone businesses today, watch this space. If you think of drones as being self-flying computers that can transmit data directly into the cloud, then the whole digital ecosystem should benefit from the industry’s growth.

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Heptagon Theme Pieces
Featured Insights07 September 2022

Keep the lights on. Make the grid smarter.

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: Electricity grids need an overhaul. Not only are global energy needs constantly expanding, but current grids were built for a different era. […]

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Featured Insights
Featured Insights16 December 2022

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 […]

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Featured Insights
Featured Insights15 December 2022

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.

In the News
In the News16 January 2023

Qblue Global Sustainable Leaders Fund Celebrates its 1st Anniversary

Join us in celebrating the 1-year anniversary of the Qblue Global Sustainable Leaders Fund! The SFDR Article 9 Fund is sub-advised by Copenhagen-based Qblue Balanced, founded by financial services veteran, Bjarne Graven Larsen, former CIO at ATP and Ontario Teachers’ Pension Plan.       Commenting on the anniversary, Heptagon’s CEO Tarek Mooro says: “We […]

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In the News
Featured Insights26 October 2022

IMAS Foundation invests $175m in the Qblue Global Sustainable Leaders Fund

IMAS Foundation, a sister foundation to the INGKA Foundation – the owner of Ingka Group – which owns and operates the majority of the furniture giant IKEA’s department stores globally has invested US$175m in the Qblue Global Sustainable Leaders Fund. The Fund, which has an Article 9 classification in accordance with the EU’s Sustainable Finance […]

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In the News
In the News16 September 2022

Citywire Spain Awards 2022 Nomination

We are pleased to announce that the Heptagon sub-advised UCITS Driehaus Emerging Markets Sustainable Equity Fund has been nominated for the Citywire Spain Awards 2022 in the category Equity – Global Emerging Markets. Congratulations Rich, Chad and Howard on the nomination! For further information on the fund, click here. Disclaimers  The document is provided for […]

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