The DJE – Mittelstand & Innovation is an equity fund focused on the German speaking countries Germany, Austria and Switzerland. Within these countries the investment priority is emphasized on innovative medium-sized enterprises with a promising growth potential and a market capitalization up to 5 Billion Euros.
With more than 1500 enterprises the German speaking region forms the core region of the Hidden Champions. To be selected for the portfolio, these successful companies have to meet the following criteria: The market share is under top three of the world market respectively number one on the domestic market, the annual turnover is not higher than 3 Billion Euro and they are not well known. For several years these medium-sized companies have already been convincing with their strong innovational capacity, strong growth rates and with a high market share in structural growing (niche) markets. Because of the alternation of generations these mostly founder and family-run enterprises are listed at the stock exchange more and more frequently. With the appropriate knowledge various opportunities to benefit from this development are offered to the investor.
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