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Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc (0P0001A4EG)
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245.758
-0.680
-0.28%
- Morningstar Rating:
- Total Assets: 2.23B
Heptagon Fund ICAV - WCM Global Equity Fund C USD
245.758
-0.680
-0.28%
- Overview
- Profile
- Historical Data
- Holdings
Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc Overview
On this page you'll find an in-depth profile of Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001A4EG among other information.
Investment Strategy
The investment objective of the Fund is to achieve long-term capital growth. The Fund aims to achieve its investment objective by investing primarily in equity securities of large cap global companies located worldwide, including in emerging markets, which are listed or traded on Recognised Markets. Large cap global companies are generally considered to be companies that have a market capitalisation in excess of $5 billion.
Contact Information
Address
Heptagon Capital 63 Brook Street
London, W1K 4HS
United Kingdom
London, W1K 4HS
United Kingdom
Phone
+44 20 70701800
Fax
London
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jon Tringale | - | 2022 | Now |
| Biography | Mr. Tringale is a Portfolio Manager at WCM, where his primary responsibilities are portfolio management and equity research. Before joining WCM in 2015, he was an analyst as a vice president at Gerson Lehrman Group and on the trading floor at Wedbush Securities. | ||
| Paul Russell Black | Portfolio Manager | 2017 | Now |
| Biography | Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul’s experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and at Bank of America. Paul earned his B.S. in Finance from California State University, San Diego. | ||
| Kurt R. Winrich | Portfolio Manager | 2017 | Now |
| Biography | Kurt joined WCM in 1984; his primary responsibility is portfolio management for our global, fundamental growth strategies. Before he began his investment career in 1984, Kurt’s analytical background includes a position as Section Head, Computer-aided Design and Analysis, at Hughes Electronics Santa Barbara Research Center. He earned his B.A. in Physical Science from Westmont College (California), and his B.S. and M.S. in Electrical Engineering from Stanford University (California). Kurt is also a CFA® charterholder. | ||
| Peter J. Hunkel | Portfolio Manager & Business Analyst | 2017 | Now |
| Biography | Pete has been working with WCM since 2001; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 1998, Pete's experience includes positions as Portfolio Analyst, Templeton Private Client Group, and as Managing Director at Centurion Alliance. He earned his B.A. (with honors) in Communications from San Jose State University (California), and his J.D. at the Monterey College of Law (California). | ||
| Michael B. Trigg | Equity Analyst | 2017 | Now |
| Biography | Mike joined WCM in 2006; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2000, Mike’s experience includes positions as Equity Analyst at Morningstar, Inc. (Chicago) where he produced the Model Growth Portfolio (a live portfolio and newsletter), and as Analyst at the Motley Fool, the online investment service. He earned his B.S. (with honors) in Finance from Saint Louis University (Missouri). | ||
| Sanjay Ayer | Equity Analyst | 2017 | Now |
| Biography | Sanjay joined WCM in 2007; his primary responsibilities are portfolio management and equity research for our global, fundamental growth strategies. Since he began his investment career in 2002, Sanjay’s experience includes positions as Equity Analyst at Morningstar, Inc. (Chicago), and at J. & W. Seligman & Co. (New York). Sanjay graduated Phi Beta Kappa from Johns Hopkins University (Maryland) with a B.A. in Economics, and a B.S. in Applied Mathematics. He is also a CFA® charterholder. | ||
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