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Heptagon Adds Two Equity Funds To UCITS Platform

Heptagon Capital has 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.
Heptagon
Capital, the London-based investment management firm, has
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 the
platform to five.
The Oppenheimer strategy that is now available to professional
UCITS investors, combines a thematic approach to idea generation
with fundamental company analysis. New York-based portfolio
manager Randall Dishmon, started the strategy in October 2007 and
focuses on durable businesses with sustainable structural
tailwinds and good economics. Critically, he looks to buy when
there is a large gap between market price and what the company is
worth to an informed buyer. As such, the firm operates with a 3-5
years investment horizon for this high-conviction,
actively-managed, benchmark-agnostic strategy. Dishmon is an
employee of OFI Global Asset Management, a wholly owned
subsidiary of OppenheimerFunds.
The actively managed Kopernik Global All-Cap Equity Fund is being
managed by Dave Iben of Kopernik Global Investors in Tampa,
Florida. The strategy pursues a global, bottom-up, research
driven approach that focuses on identifying market inefficiencies
through independent analysis. As such, the fund has achieved an
annualised return of 9 per cent from March 2006 to March 2012,
compared to 2.8 per cent for the MSCI All Country World Equity
Index.
Heptagon’s Ireland-domiciled UCITS platform has $2.8 billion in
assets under management, while the firm itself has over $8.4
billion in assets under management.