Qblue Balanced and Heptagon capital launch Article 9 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.

Qblue Balanced and Heptagon Capital launch Article 9 Fund; ‘Qblue Global Sustainable Leaders Fund’

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

Bjarne Graven Larsen
T +45 20 45 55 90
Højbro Plads 10, 1200 Copenhagen K
www.qbluebalanced.com

About 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

Ona Kohonen
T +44 20 7070 1831
63 Brook Street, London W1K 4HS
www.heptagon-capital.com

About 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.

Disclaimers 

The document is provided for information purposes only and does not constitute investment advice or any recommendation to buy, or sell or otherwise transact in any investments. The document is not intended to be construed as investment research. The contents of this document are based upon sources of information which Heptagon Capital LLP believes to be reliable. However, except to the extent required by applicable law or regulations, no guarantee, warranty or representation (express or implied) is given as to the accuracy or completeness of this document or its contents and, Heptagon Capital LLP, its affiliate companies and its members, officers, employees, agents and advisors do not accept any liability or responsibility in respect of the information or any views expressed herein. 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. Where this document provides forward-looking statements which are based on relevant reports, current opinions, expectations and projections, actual results could differ materially from those anticipated in such statements. All opinions and estimates included in the document are subject to change without notice and Heptagon Capital LLP is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital LLP disclaims any liability for any loss, damage, costs or expenses (including direct, indirect, special and consequential) howsoever arising which any person may suffer or incur as a result of viewing or utilising any information included in this document. 

The document is protected by copyright. The use of any trademarks and logos displayed in the document without Heptagon Capital LLP's prior written consent is strictly prohibited. Information in the document must not be published or redistributed without Heptagon Capital LLP's prior written consent. 

Heptagon Capital LLP, 63 Brook Street, Mayfair, London W1K 4HS
tel +44 20 7070 1800
email [email protected] 

Partnership No: OC307355 Registered in England and Wales Authorised & Regulated by the Financial Conduct Authority 

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