Mon, Jul 6, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Heptagon Capital brings two Global Equity Strategies to UCITS Investors

Monday, February 24, 2014
Opalesque Industry Update - Heptagon Capital, the London-based investment management firm with $8.4bn assets under management, has just launched two new Global Equity funds on its Irish UCITS platform: the Oppenheimer Global Focus Equity Fund and the Kopernik Global All-Cap Equity Fund. This takes the number of funds on Heptagon’s $2.8bn AUM UCITS platform to five.

The Oppenheimer Global Focus Equity strategy is now available to professional UCITS investors. The strategy combines a thematic approach to idea generation with fundamental company analysis. Randall (Randy) Dishmon, the portfolio manager based in New York, started the strategy in October 2007. He looks for durable businesses, regardless of where they are located, with sustainable structural tailwinds and good economics. Entry points are critical; Randy seeks to buy when there is a large gap between market price and what the company is worth to an informed buyer. The investment horizon of 3-5 years is sufficiently long to allow real value to materialize. Although this is a high-conviction, actively-managed, benchmark-agnostic strategy (with an ‘Active Share’ of 96%), its risk profile is limited by the portfolio manager’s focus on price. Randy is an employee of OFI Global Asset Management, a wholly owned subsidiary of OppenheimerFunds, Inc.

The Oppenheimer Global Focus Equity strategy is now available to professional UCITS investors. The strategy combines a thematic approach to idea generation with fundamental company analysis. Randall (Randy) Dishmon, the portfolio manager based in New York, started the strategy in October 2007. He looks for durable businesses, regardless of where they are located, with sustainable structural tailwinds and good economics. Entry points are critical; Randy seeks to buy when there is a large gap between market price and what the company is worth to an informed buyer. The investment horizon of 3-5 years is sufficiently long to allow real value to materialize. Although this is a high-conviction, actively-managed, benchmark-agnostic strategy (with an ‘Active Share’ of 96%), its risk profile is limited by the portfolio manager’s focus on price. Randy is an employee of OFI Global Asset Management, a wholly owned subsidiary of OppenheimerFunds, Inc.

The other fund that was launched is the actively managed Kopernik Global All-Cap Equity Fund, and its investment portfolio is being managed by Dave Iben of Kopernik Global Investors, LLC in Tampa, Florida. The strategy pursues a truly global, bottom-up, research driven, fundamental evaluation approach that focusses on identifying market inefficiencies through independent analysis. Dave and his team look for undervalued and unloved stocks that will significantly reward the long term, patient investor, who truly understands a company’s business, and where more normal, stable valuations for a business will eventually be achieved.

Dave’s historical comparable strategy performance has achieved an annualised return of 9% from March 2006 to March 2012, compared to 2.8% for the MSCI All Country World Equity Index. Historically, his funds have repeatedly dominated Bloomberg Markets Rankings, having taken three of the top four spots in 2011.

The other fund that was launched is the actively managed Kopernik Global All-Cap Equity Fund, and its investment portfolio is being managed by Dave Iben of Kopernik Global Investors, LLC in Tampa, Florida. The strategy pursues a truly global, bottom-up, research driven, fundamental evaluation approach that focusses on identifying market inefficiencies through independent analysis. Dave and his team look for undervalued and unloved stocks that will significantly reward the long term, patient investor, who truly understands a company’s business, and where more normal, stable valuations for a business will eventually be achieved. Dave’s historical comparable strategy performance has achieved an annualised return of 9% from March 2006 to March 2012, compared to 2.8% for the MSCI All Country World Equity Index. Historically, his funds have repeatedly dominated Bloomberg Markets Rankings, having taken three of the top four spots in 2011.

Press release

BM

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: New systematic strategy managed alongside research firm outperforms S&P500[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging CTA manager explains how he runs his strategy, which is based on an index produced by a research firm. Peter Turk is head of

  2. Opalesque Exclusive: New systematic strategy embraces machine learning[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The founder of a New York-based systematic trading firm, which offers a hybrid between alpha strategies and alternative feta at lower fees, describes his approa

  3. Larry Robbins' hedge fund Glenview buys 1m Tenet Healthcare shares[more]

    Komfie Manalo, Opalesque Asia: Glenview Capital Management said it bought an additional 979,482 shares at Tenet Healthcare Corp valued at $53.80 million, raising its stakes in the healthcare services company to 15.16%, reported

  4. Legal - Grayson’s hedge funds under scrutiny for possible ethics violations, Court rejects hedge fund’s motion to block merger of Samsung affiliates[more]

    Grayson’s hedge funds under scrutiny for possible ethics violations From Freebeacon.com: Rep. Alan Grayson is finding himself in hot water over managing hedge funds that bear his name, actions that are in possible violation of House ethics rules. Sitting members of Congress are prohibite

  5. Hedge funds decline in June as stocks tumble on Greek woes[more]

    From Bloomberg.com: Hedge funds posted losses across strategies last month as uncertainty over whether Greece will remain in the euro sent global stock markets tumbling. Winton Capital Management declined about 3.1 percent in June in its $12.1 billion Winton Futures Fund, leaving it down 1.9 percent

 

banner