Heptagon Capital Successfully Completes Two More UCITS Fund Launches
London-based Heptagon Capital (“Heptagon”), the $9bn asset management firm, has successfully launched two additional sub funds for its $3.7bn Irish UCITS Fund company, allowing investors access to more of the specialist investment managers with whom they have partnered. Despite heightened levels of caution, UCITS fund buyers showed their support for differentiated managers and themes, enabling the successful launch on June 30th of the ‘Summit Partners Sustainable Opportunities L/S Equity Fund’ and the ‘Levin Easterly US Equity Fund’.
The Summit Partners Sustainable Opportunities L/S Equity Fund is sub-advised by Summit Partners Public Asset Management, LLC, a division of Summit Partners, a global alternative investment firm focused on private equity, fixed income and public equity opportunities. The Summit Partners Sustainable Opportunities L/S Equity Fund investment team is led by Portfolio Manager Tim Albright and is focused on proactively identifying, evaluating and investing in public equity positions often with a sustainability focus. The team applies a fundamental, research-driven investment process and a comprehensive approach to risk management and works in close collaboration with Summit’s global investment team to share perspective on market dynamics and industry trends that often help to shape thesis development and support the investment idea generation process.
The Levin Easterly US Equity Fund is sub-advised by Levin Easterly Partners, LLC (“Levin”), the New York-based boutique investment firm, who currently manage over $4bn, focussing solely on the US Equity markets, and all according to their long established and widely respected value investing approach. The UCITS fund adheres to Levin’s $1.1bn US Equity, All Cap Value Strategy, led by CIO and Lead Portfolio Manager, Jack Murphy, which follows this value-based philosophy, employing their contrarian and catalyst driven approach.
Commenting on recent developments, Heptagon’s Managing Partners said; “We are delighted that Summit Partners Public Asset Management, LLC, and Levin Easterly have partnered with Heptagon and we are proud to have successfully launched two new differentiated UCITS funds during this uncertain period. We have been very fortunate as a firm to have partnered with some outstanding portfolio managers, across asset classes. Despite the current climate, these strategies found sufficient favour among UCITS fund buyers to launch, helping both to endorse and reassure that our model remains of real value to investors.”
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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