Report

German tech growth and venture portfolio

Heliad Equity Partners (HPBK) is a private equity investment company with a Germany-focused portfolio comprising listed and unlisted investments across four sectors: internet & tech, e-commerce, life sciences and media & entertainment. NAV returns of over 20% have been achieved in each of the last three financial years, driven by largest portfolio holding FinTech Group, although 2016 performance has been weaker, with listed holdings affected by market volatility. Management sees positive developments at portfolio companies supporting its aim of growing NAV by over 25% pa and also targets a narrowing of the discount through greater transparency.
Underlying
Heliad Equity Partners GmbH & Co. KGaA

Heliad Equity Partners AG. Heliad Equity Partners GmbH & Co KGaA (Heliad) is a Germany-based investment company. It specializes in investments in companies that face special situations, such as restructuring. The Company invests in both listed and unlisted companies in German-speaking countries and focuses on the Internet and technology, e-commerce, life sciences and media and entertainment industries.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

.

Analysts
Gavin Wood

Other Reports on these Companies
Other Reports from Edison Investment Research

ResearchPool Subscriptions

Get the most out of your insights

Get in touch