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Heptagon Fund Icav - Wcm Global Equity Fund C Usd Acc (0P0001A4EG)
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288.826
+2.400
+0.84%
20/12 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.68B
Heptagon Fund ICAV - WCM Global Equity Fund C USD
288.826
+2.400
+0.84%
- 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 | Portfolio Manager | 2022 | Now |
| Biography | Jon joined WCM in 2015; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since he began his investment career in 2008, Jon’s experience includes positions as an Analyst on the trading floor with Wedbush Securities, and as Vice President at Gerson Lehrman Group. Jon earned his B.S. (cum laude) in Finance from San Jose State University (California). | ||
| 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 Trigg is a Portfolio Manager and President with WCM Investment Managers. As a member of the Investment Strategy Groups for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2006, he served as an equity analyst at Morningstar, Inc., where he also managed the company’s Model Growth Portfolio. Mike has also served as an analyst at the Motley Fool, an online investment service. He holds a BS in finance from Saint Louis University. | ||
| Sanjay Ayer | Portfolio Manager | 2017 | Now |
| Biography | As a member of the Investment Strategy Group for the firm’s global fundamental growth strategies, his primary responsibilities are portfolio management and equity research. Prior to joining WCM in 2007, he served as an equity analyst for Morningstar, Inc., where he covered the gaming, cruise and online travel industries. Sanjay also served previously as a performance analyst at J. & W. Seligman & Co. In addition to being a CFA® charterholder, he holds a BA in economics and a BA in applied mathematics from Johns Hopkins University. | ||
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