Edison Investment Research Limited: Heliad Equity Partners (HEP): Initiation - A high-tech growth investor from Germany

London, UK, 12 July 2022

Heliad Equity Partners (HEP): Initiation - A high-tech growth investor from Germany

Heliad Equity Partners (HEP) seeks to offer investors exposure to early-stage, private tech companies, with a particular focus on growth investments, through a listed evergreen structure. It has actively expanded its private portfolio since the change of its investment strategy in mid-2021 and held stakes in 16 unlisted and four listed companies at end-March 2022 offering solutions across sectors such as fintech, green energy, direct-to-customer (D2C), supply chain management, crypto/blockchain and mobility.

HEP’s recent high level of investment activity brought new holdings (acquired under its revised investment policy) to 26% of its portfolio value at end March 2022. A further 6% was attributable to the legacy investment in a 26.5% stake in the online community-driven, D2C cookware business, Springlane. Nevertheless, HEP’s major holding remains its 5.2% stake in the listed leading European online broker flatexDEGIRO, which made up 65% of portfolio value at end March 2022. As HEP’s private portfolio grows further, it will also become more diversified and thus more compelling to investors.

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