Heliad - Edison Group

Overview
Price performance
Financials
Research
Sector insights
Thematics

Heliad aims to invest in market-leading private companies and skilled entrepreneurs across sectors and regions to power their next phase of growth. It acts as a gateway to public equity markets by leveraging its experienced team and strategic partners.

Latest Insights

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Investment Companies |
Update

04.07.24

Heliad — Market environment turning slightly more positive

Investment Companies |
Initiation

25.01.24

Heliad — Starting a new chapter

Investment Companies |
Update

15.06.23

Heliad Equity Partners — Plans to merge with FinLab

Investment Companies |
Update

22.03.23

Heliad Equity Partners — Enpal and Razor closing new funding rounds

Sector

Investment Companies

Equity Analyst

Milosz Papst

Head of Content, Investment Trusts

Key Management

Falk Schäfers

CEO

Share Price Performance

Price Performance
%	1M	3M	12M
Actual	(5.2)	(5.2)	(9.0)
Relative	(2.2)	(8.4)	(24.0)
52 week high/low	€11.2/€8.6

Overview

Heliad reported a net asset value (NAV) per share of €18.20 at end-March 2024, roughly unchanged compared to end-September 2023 (€18.17), as the 25% share price increase of the listed flatexDEGIRO (Heliad’s largest holding) offset some fair value reductions in Heliad’s private portfolio. Meanwhile, several of its portfolio companies announced important developments. This includes solid FY23 results from Raisin and Clark, the combination of Razor Group with Perch, FINN’s €100m funding round and Enpal’s €1.1bn debt raise. While venture capital (VC) deal activity and exit opportunities remain subdued, there are initial signs of a stabilisation and recovery.

Research

Update

Investment Companies

01.09.20

Heliad Equity Partners — Largest portfolio holding delivers

Update

Investment Companies

14.04.20

Heliad Equity Partners — NAV performance driven by flatex

Investment Companies

Update

Heliad Equity Partners — Strong FY20 results backed by flatexDEGIRO

Update

Investment Companies

16.09.19

Heliad Equity Partners — Portfolio clean up under way

Update

Investment Companies

25.04.19

Heliad Equity Partners — Management change amid weak results

Update

Investment Companies

05.10.18

Heliad Equity Partners — NAV decline driven by listed holdings

Review

Investment Companies

21.06.18

Heliad Equity Partners — Strong returns being driven by listed holdings

Update

Investment Companies

11.04.18

Heliad Equity Partners — Strong gains allow further diversification

Update

Investment Companies

14.09.17

Heliad Equity Partners — Key portfolio holdings drive results

Initiation

Investment Companies

12.06.17

Heliad Equity Partners — Focused DACH tech investor

Initiation

Investment Companies

06.06.17

Heliad Equity Partners — Focused DACH investor

research

Investment Companies

16.11.16

Heliad Equity Partners — Update 16 November 2016

Further insights

insight

Investment Companies

20.11.23

Heliad: EKF 2023 QuickView

insight

Financials

16.11.22

Deutsches Eigenkapitalforum (EKF) 2022 financials

insight

Consumer

26.07.22

Deutsches Eigenkapitalforum (EKF) 2022

thematic

Investment Companies

10.06.24

Emerging markets – Worthy of consideration

thematic

Investment Companies

06.06.24

Dynam Capital at the 2024 Vietnam ESG Conference

thematic

Investment Companies

16.05.24

UK stock market – Scope for further upside in UK large-cap stocks

thematic

Investment Companies

06.03.24

Listed private equity – Performing a balancing act

thematic

Investment Companies

13.02.23

European equities

thematic

Investment Companies

08.02.23

Listed Private Equity

thematic

Investment Companies

27.01.23

Vietnamese equities: Due a comeback?

thematic

Investment Companies

30.11.22

Investment companies: Latin America is worthy of consideration

thematic

Consumer

05.10.22

IPO apocalypse

thematic

TMT

10.08.22

ESG, moving beyond the box tick

thematic

Investment Companies

10.05.22

The case for US capital markets

thematic

Investment Companies

07.12.20

Value Investing: Living with the reality, waiting for the inevitable

thematic

Consumer

14.08.19

Illuminator: August Update

thematic

Investment Companies

07.08.19

Post Woodford- A spotlight on smaller company liquidity

thematic

Investment Companies

05.06.19

How to buy and sell investment trusts

thematic

Investment Companies

26.03.19

Types of investment trusts

thematic

Consumer

11.11.14

Deutsche Börse Eigenkapitalforum 2014 Research Guide

thematic

Investment Companies

24.05.12

Investment Trusts Quarterly: Biotechnology & healthcare trusts

thematic

Investment Companies

13.01.12

Investment Trusts Quarterly: Growth and income