London-based Heptagon Capital (Heptagon), a USD11.5 billion asset management firm, has marked the tenth anniversary of it UCITS platform.
Heptagon’s first UCITS Fund; the Yacktman US Equity Fund, with sub-investment manager Yacktman Asset Management based in Austin Texas, launched on 14 December 2010.
Over the past decade, Heptagon has partnered with truly exceptional best in class boutique managers who focus on risk-adjusted returns rather than a benchmark, and made them accessible for the first time to UCITS fund investors around the world. Since its inception, Heptagon’s product platform has featured highly differentiated investment strategies across a broad spectrum of asset classes. This includes the UCITS fund offering which consists of four in-house funds and nine sub-advised funds managed by well-established third-party managers. Currently, the UCITS assets under management have risen to USD5.5 billion with strategies ranging from Global Equity long-only to US Small Cap Value long/short funds.
Reflecting on the last 10 years, CEO Tarek Mooro, says: “This is an incredible milestone for any firm. We have achieved this success through the hard work, passion, and dedication of our team members in true partnership with our sub-investment managers. Now more than ever, we believe in the importance of active management and we will continue to dedicate ourselves to delivering seamless access to the very best investment opportunities, advice, structuring, execution and client service available, across both traditional and alternative asset classes.”
