Heliad Equity Partners (HPBK)

Business description

Heliad Equity Partners is a Germany-based investment company focused on listed and unlisted smaller companies in German-speaking countries. Investments typically comprise growth and venture stage technology companies operating disruptive business models or addressing structural issues.

Stock data

Market cap.€67.7m
Last close€6.86
High / Low (52 weeks)€6.9 / €5.2
Stock market listingDB
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

Other companies in sector Show

Aberdeen New Dawn Investment Trust Aberdeen New Thai Investment Trust
Aberdeen Private Equity Fund Aberdeen UK Tracker Trust
AcenciA Debt Strategies Acorn Income Fund
Alliance Trust Altamir SCA
Amphion Innovations APQ Global
Aurelius Bailador Tech Investments
Bankers Investment Trust (The) BB Biotech
Biotech Growth Trust (The) BlackRock Greater Europe Investment Trust
BlackRock Hedge Selector BlackRock Latin American Inv. Trust
British Portfolio Trust Brunner Investment Trust (The)
Canadian General Investments Carador Income Fund
Charles Stanley Circle Property
City Natural Resources Conversus Capital
CQS Rig Finance Fund CVC Credit Partners
Detour Gold Deutsche Beteiligungs
Dexion Commodities Diverse Income Trust (The)
DouglasBay Capital Dunedin Enterprise Investment Trust
DW Catalyst Fund Edinburgh Worldwide Investment Trust (The)
European Assets Trust European Investment Trust Plc (The)
F&C Managed Portfolio Growth F&C Managed Portfolio Income
F&C US Smaller Companies Fidelity China Special Situations
Fidelity European Values Finsbury Growth & Income Trust
Foreign & Colonial Investment Trust Gartmore Growth Opportunities
Gartmore Irish Growth Fund Geiger Counter Limited
GLI Alternative Finance Global Resources Investment Trust
Golden Prospect Precious Metals Hansa Trust
HarbourVest Global Private Equity HarbourVest Senior Loans Europe
HBM Healthcare Investments Henderson Alternative Strategies Trust
Henderson Far East Income Henderson Global Trust
Henderson Global Trust Henderson International Income Trust
HSBC Infrastructure Company Infrastructure India
International Biotechnology Trust Invesco Asia Trust
Invesco Income Growth Trust Is Private Equity
JP Morgan Private Equity Limited JPMorgan Brazil Investment Trust
JPMorgan European Smaller Companies Trust JPMorgan Global Convertibles Income Fund
JPMorgan Global Growth & Income JPMorgan Indian Investment Trust
Jupiter Green Investment Trust Jupiter UK Growth Investment Trust
Jupiter US Smaller Companies JZ Capital Partners Limited
Lazard World Trust Fund Leaf Clean Energy Company
LMS Capital Lowland Investment Company
LPEQ Martin Currie Asia Unconstrained Trust
Martin Currie Global Portfolio Trust Middlefield Canadian Income
Miton Global Opportunities Miton Income Opportunities Trust
New City Energy Ocean Wilsons Holdings
Pacific Assets Trust Phaunos Timber Fund
Polar Capital Global Healthcare Trust PXP Vietnam Fund
Qatar Investment Fund Rathbone Brothers
RENN Universal Growth Investment Trust Schroder AsiaPacific Fund
Schroder Global Real Estate Securities ScotGems
Scottish Oriental Smaller Companies Securities Trust of Scotland
Seneca Global Income & Growth Trust Sigma Capital Group
Standard Life Equity Income Trust Standard Life Investments Property Income Trust
Standard Life Pvt. Equity Trust Standard Life UK Smaller Companies Trust
Strategic Equity Capital Taiwan Fund (The)
Templeton Emerging Markets Investment Trust Tetragon Financial Group
The Law Debenture Corporation The Merchants Trust
The North American Income Trust The Scottish Investment Trust
Tiso Blackstar Group TR European Growth trust
UK Commercial Property Trust Utilico Emerging Markets
Vietnam Holding Asset Management Vietnam Infrastructure Fund
VinaCapital Vietnam Opportunity Fund VinaLand
Vision Opportunity China Fund WAM Active
WAM Capital WAM Research
Witan Investment Trust Witan Pacific Investment Trust
Worldwide Healthcare Trust YFM Equity Partners

Latest research

AKTUELLE VERÖFFENTLICHUNGEN

Heliad Equity Partners

Auf DACH-Region fokussierter Investor

06/06/2017

Investment summary

Heliad Equity Partners (Heliad) is a DACH-focused (Germany, Austria and Switzerland) closed-ended fund investing in the tech, e-commerce and lifestyle sectors. It is managed by Heliad Management GmbH, a company wholly owned by Heliad’s largest shareholder, FinLab (A7A). Stakes in listed tech companies FinTech Group (FTK) and MagForce (MF6) account for 69% of the portfolio value and their value currently exceeds Heliad’s market cap, having appreciated 36% and 82%, respectively, in 2017 to date. The performance of these holdings and the diversification offered by Heliad’s 12 other investments may make it an attractive way to access the German tech, e-commerce and lifestyle sectors at a discount.

Last updated on 12/06/2017

Key management

Thomas Hanke, CEO
Gunter Griener, Investments Director

Company address

Gr├╝neburgweg 18
Frankfurt am Main
60322
Germany
View website