The Future Trends Blog Post #1: Day one; winds of change

To coincide with the third anniversary of the Heptagon Future Trends Equity Fund in a UCITS format, we are excited to announce the launch today of the Future Trends Blog. Over the last 8 years, we have consistently sought to uncover new and emerging themes (or future trends), track their evolution and identify the best ways of investing in them within our Fund. Our Blog represents a natural complement to this approach and provides a platform to share with our investors some of the original thinking we are doing.

We plan to publish the Blog whenever we uncover pertinent insights (first Blog below) we consider worth sharing, but intend this to be no more than twice a week. Initially, our Blog will be available via Heptagon Capital’s website and also published on Heptagon’s LinkedIn page. Should you wish to receive our postings directly via email, then please respond to this message.


We welcome any feedback you may have. Happy reading!

“This is day one” writes Jeff Bezos, founder and CEO of Amazon, at the start of his first ever letter to shareholders in 1997. Such a mentality, which pervades consistently the philosophy of one of the world’s most successful businesses, is a crucial one in our opinion; it is something we consistently strive by too. What we believe Mr Bezos meant by this observation does not stand a million miles away from the quote by Charles Darwin that has appeared in much of our literature on future trends – namely, that the species which survive are those “most responsive to change.” It is against this background that today (and on every occasion going forward) is ‘day one’ for our Future Trends Blog. Its purpose is to share with you new and original insights into future trends that we uncover. These learnings help us better understand the future and then how best to invest it. 

Where better to begin than with renewable energy? A recent press release from Vestas, the world’s largest producer of wind turbines, caught our eye. In it, the business announced that it had just passed the milestone of being the first company globally to install 100GW of wind turbines. While everyone likes the beauty of round numbers, perhaps the best way of quantifying the magnitude of this achievement is to note that it is equivalent to around 10% of the world’s total installed wind and solar capacity. More impressively, such a level of installation has, according to Vestas, saved approximately 129m tonnes of carbon dioxide annually. This is equivalent to the emissions that would have arisen from, say, 141bn pounds of burned coal or 298m barrels of oil. 

We continue to see a compelling case for wind going forward. The runway is certainly significant, given that renewable energy accounts for only 10-20% of all installed energy capacity globally (depending on the definition used). Nonetheless, not only is wind free and plentiful, but it produces no carbon dioxide, no greenhouse gases and no hazardous waste. It is also increasingly cost competitive. This remains day one for the wind industry.

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 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, 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 is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital 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's prior written consent is strictly prohibited. Information in the document must not be published or redistributed without Heptagon Capital's prior written consent. 

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