Welcome to day 2 of our 12 days of European Focus and a brief introduction to the Fund!
The Heptagon European Focus Equity Fund seeks to invest in companies within growth industries that show consistent earnings power and have sustainable business strategies that offer fit and proper ESG company profiles. The Fund employs a high conviction, bottom-up, low turnover, research driven strategy with a focus on companies that exhibit sustainable long-term growth. Rigorous fundamental analysis is applied to identify companies believed to have intrinsic value greater than market valuations. The portfolio is highly concentrated, comprised of 20-25 positions, with exposure to a number of UN Sustainable Development Goals and a preference for large-capitalised stocks with significant free-float and liquidity. The Fund does not invest in price-takers, such as commodity or energy stocks, or pure financial players as these sectors are deemed to be closely integrated with a slow-growing European economy. The Fund has a high active share (typically over 90%) and top-tier ESG rankings. The fund excludes companies which are involved in tobacco, controversial & conventional weapons, fossil fuel extraction and/or power generation, gambling and adult entertainment. Fund Manager, Christian Diebitsch, joined Heptagon in 2014 and has been managing European Equity funds with the same investment style since 2004.
Follow along for tomorrow’s stock profile!
Past performance is no guide to future performance and the value of investments and income from them can fall as well as rise.
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 LLP 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 LLP, 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 LLP is under no obligation to update or revise information contained in the document. Furthermore, Heptagon Capital LLP 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.
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