Heliad Equity Partners

DB: HPBK

Market Cap€96m

Last Close €9.76

Heliad Equity Partners is a Germany-based investment company that aims to invest in disruptive companies from the DACH region operating in the technology (fintech, IT security and blockchain) and digital brands sectors. The company is undergoing a restructuring of its legacy investment portfolio.

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Investment summary

Heliad’s FY20 results were supported by 165% share price growth at flatexDEGIRO (formerly flatex), its largest portfolio holding, representing c 68% of NAV at end-FY20, and a partial exit from this company announced in July 2020. Liquidity was high at end-FY20 (cash at c 19% of NAV), which we believe could be used for new investments. Heliad continues to trade at a notable discount to NAV.

Content on Heliad Equity Partners
Heliad Equity Partners – Largest portfolio holding delivers
Investment companies | Update | 1 September 2020
business desk
Heliad Equity Partners – NAV performance driven by flatex
Investment companies | Update | 14 April 2020
business desk
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Share price graph
Price performance
%
1m
3m
12m
Actual (16.2) (15.9) 41.4
Relative* (13.7) (14.5) 15.6
52-week high/low €13.9/€6.0
*% relative to local index
Key management
Juan Rodriguez Member of the Board
Stefan Schuetze Member of the Board