Tue, 25/02/2014 - 14:09
Heptagon Capital has launched two 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 USD2.8bn 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.
The investment horizon of three to five years is sufficiently long to allow real value to materialise. Although this is a high-conviction, actively-managed, benchmark-agnostic strategy, its risk profile is limited by the portfolio manager’s focus on price.
Dishmon is an employee of OFI Global Asset Management, a wholly owned subsidiary of OppenheimerFunds.
The other fund that was launched is the actively managed Kopernik Global All-Cap Equity Fund. Its investment portfolio is being managed by Dave Iben of Kopernik Global Investors in Tampa, Florida. The strategy pursues a global, bottom-up, research driven, fundamental evaluation approach that focusses on identifying market inefficiencies through independent analysis. Iben 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.
Tarek Mooro, managing partner and CEO of Heptagon, says: “We are extremely pleased to have brought two such high quality investment managers to the UCITS market. In line with our philosophy of identifying high-conviction, benchmark agnostic, outperforming managers, we feel very confident that these funds will significantly reward stakeholders over the coming years.”
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