Qblue Balanced and Heptagon Capital launch Article 9 Fund; ‘Qblue Global Sustainable Leaders Fund’
Qblue Balanced (“Qblue”), the Copenhagen based asset manager, and Heptagon Capital (“Heptagon”), the London based asset management firm, have jointly launched the Article 9 equity fund, ‘Qblue Global Sustainable Leaders Fund’. The Fund went live with $140.5m on Wednesday 12th January 2022 as a sub fund within Heptagon’s $8bn Irish UCITS fund umbrella.
The Qblue Global Sustainable Leaders Fund investment team is led by CIO Fredrik Martinsson and is focused on a data driven and systematic investment process with a strong focus on sustainability. The Fund invests in companies that have come the furthest in the field of sustainability in every industry and region worldwide. Qblue’s in-house proprietary investment framework, The Sustainability Cube™, systematically builds a portfolio of companies located around the world that have been identified as sustainability leaders in their respective field. The fund is classified as an Article 9 fund in accordance with the EU’s Sustainable Finance Disclosure Regulation (SFDR).
Commenting on the recent developments, Founder and CEO of Qblue Balanced, Bjarne Graven Larsen said; “We are proud of our partnership with Heptagon and of the support from investors. The approach behind our proprietary Sustainability CubeTM framework will help us identify companies with very strong leadership capabilities, creating a high level of societal value. By investing in the best of these companies – and at the same time taking valuations into account – we believe it is possible to achieve the dual objectives of a very strong sustainability profile and excess returns to investors”.
In a similar vein, Heptagon’s Managing Partners said; “We are delighted that Qblue has partnered with Heptagon and we are proud to celebrate the launch of a new differentiated UCITS fund. As a firm we are continuously looking to enhance our own internal ESG capabilities and partner with investment managers who share our sustainable investing philosophy & principles. Heptagon provides its clients with a broad range of sustainable investing offerings on its UCITS platform, from funds that integrate ESG factors into the investment process, to thematic funds that seek to achieve a positive environmental or social objective alongside financial returns. The Qblue Global Sustainable Leaders Funds’ systematic investment process and strong focus on sustainability makes it an excellent addition to our platform.”
Some of the investors involved with the launch of this UCITS fund include the Danish “Chr. Augustinus Fabrikker”, the Singapore-headquartered financial services company “Singlife with Aviva” and the Swedish insurance company “Dalarnas Försäkringsbolag.”
Claus Gregersen from Chr. Augustinus Fabrikker; “We are impressed by Qblues quantitative approach to Sustainable Development Goals and find it very complementary to our already comprehensive commitment to SDG investing.”
Group CIO, Kim Rosenkilde from Singlife with Aviva; “As a leading financial services company incorporated in Singapore, Singlife with Aviva is committed to offering consumers a Better Way to Financial Freedom and creating a long-term positive impact through our sustainability agenda. We are happy to be part of the Qblue Global Sustainable Leaders Fund, as we scale up our responsible investment initiatives in the coming years.”
CIO, Anders Saeter from Dalarnas Försäkringsbolag; “We are excited about our new investment in Qblue Global Sustainable Leaders. We find the setup, process and team to be world class, and through their patented stock selection process we will invest in long-term sustainable leading companies at attractive valuations. The fund being an Article 9 fund certainly helps push our portfolio in a meaningful sustainable direction in a very real and quantifiable manner.
Press contact at Qblue Balanced
Qblue Balanced is a boutique investment firm founded in 2018 by financial services veteran, Bjarne Graven Larsen, former CIO at ATP and Ontario Teachers’ Pension Plan. Qblue was founded on a distinct idea and philosophy, ‘to help institutional investors achieve their investment objectives by providing sustainable solutions to obtain more diversified, more robust portfolio construction designs’.
Press contact at Heptagon Capital
Heptagon was founded in 2005 by former Morgan Stanley directors, including Eran Ben-Zour, Tarek Mooro and Fredrik Plyhr, and provides Institutional and Ultra High Net Worth investors creative, class-leading investment opportunities across traditional and alternative asset classes.
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