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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.€73.3m
Last close€7.42
High / Low (52 weeks)€10.2 / €6.0
Stock market listingDB
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Newsletter

Wed, 06 Sep 2017 17:30:17 +0200

Investment summary

Heliad Equity Partners (Heliad) achieved a NAV total return of 47.3% in 2017, driven by the strong performance of its listed holdings, including its largest investment, FinTech Group. Diversification continued in 2017, with some of Heliad’s listed holdings reduced to fund new investments in Sleepz, Elumeo and Urbanara. In 2018, Heliad has invested in Cyan and merged Cubitabo into Sleepz. The portfolio now comprises seven listed investments and eight private equity investments, all operating within the technology and digital brands market segments. While NAV declined in the first quarter of 2018, Heliad’s listed investments have recovered strongly so far in the second quarter, and the manager expects strong growth in the value of portfolio companies to drive NAV higher over the full year.

Last updated on 21/06/2018

Key management

Thomas Hanke, CEO
Gunter Griener, Investments Director

Company address

Gr├╝neburgweg 18
Frankfurt am Main
60322
Germany
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