DAVIGO is an investment holding company that will invest in promising businesses worldwide, from high-potential startups and fast-growing mid-sized companies to established publicly listed firms.

You can participate in this entire portfolio of investments by purchasing DAVIGO shares. With a single share, you gain exposure to hundreds of companies around the world at the same time.

What makes it special: DAVIGO systematically combines two worlds: public equities, meaning listed stocks, and private markets, meaning non-listed investments. This gives you access to sources of return that are typically reserved for institutional investors or very wealthy individuals.

Inspired by Warren Buffett’s Berkshire Hathaway, but with one key difference: DAVIGO democratizes this model. No high minimum investments, no long capital lock-ups, just the flexibility of a publicly traded stock combined with the return diversity of a professional investment company.

DAVIGO – your stake in the world of major investment opportunities.

DAVIGO represents a modern interpretation of the timeless story of David versus Goliath.

• DAVID symbolizes our smart, rule-based approach to investing – agile, precise, and intelligent. Like David, who took on the giant with strategy rather than brute force, we use systematic analysis and innovative technology to succeed in capital markets.
• GOLIATH represents the major players in the financial world – institutional investors, private equity firms, and wealthy individuals who have traditionally shared the most attractive sources of returns among themselves.

The name embodies our mission: to empower you, as an individual investor, to act cleverly and strategically like David, while gaining access to the return opportunities typically reserved for the “Goliaths.” As a community of DAVIGO shareholders, we become a powerful player ourselves – one that opens doors that remain closed to individuals.

DAVIGO – where smart strategy meets big opportunities.

DAVIGO invests the company’s capital in a wide range of businesses worldwide – systematically and professionally.

In concrete terms, this means we actively seek out undervalued or particularly promising investment opportunities. The spectrum ranges from innovative startups with high growth potential to emerging mid-sized companies and established publicly listed firms. Our approach has two pillars:

• Public Equity: We invest in publicly traded stocks worldwide using a rule-based system that identifies the best opportunities without emotional bias.
• Private Markets: We access non-listed investments, private equity, and startup deals – sources of returns that are typically reserved for the largest players.

As a DAVIGO shareholder, you benefit from this work without having to handle research, selection, or management yourself. We take care of the professional management of the investments, while you enjoy the flexibility of a publicly traded stock.

DAVIGO – we invest in outstanding opportunities worldwide on your behalf.

In short, because exclusive – and often the most attractive – sources of returns have so far remained out of your reach.

The most compelling investments – promising startups, private equity deals, exclusive co-investments – are typically only accessible to institutional investors and wealthy individuals. These opportunities often require minimum investments in the six-figure range, and your capital is usually tied up for years.

At the same time, traditional wealth building presents you with a dilemma: either you pursue higher returns and accept greater risk, or you choose security and sacrifice returns. If you also want flexibility, even more compromises are required.

DAVIGO resolves this conflict. With us, an either-or becomes a both-and: you gain access to institutional-grade return opportunities, benefit from broad diversification across thousands of companies, and still retain the daily liquidity of a publicly traded stock.

DAVIGO democratizes the capital markets – for building your wealth without compromise.

DAVIGO is versatile and adapts to your personal wealth-building goals.

Wealth building: Do you want to build long-term wealth and benefit from attractive return opportunities? DAVIGO gives you access to a broadly diversified portfolio of thousands of companies worldwide.

Saving: Do you want to set money aside regularly while achieving more than with a traditional savings account? With DAVIGO, you can start with smaller amounts and invest continuously.

Portfolio diversification: Do you already have investments and are looking for a smart addition? DAVIGO enhances your portfolio with sources of returns that would otherwise be difficult or impossible for you to access.

DAVIGO – one share for your individual wealth-building goals.

No, DAVIGO is not an equity fund, but a stock corporation. This is a crucial difference.

When you buy DAVIGO shares, you become a co-owner of a real company. You hold an individual share that you can trade on the stock exchange through your broker at any time, simply and flexibly.

The major advantage over a fund: DAVIGO combines the best of both worlds. You invest in a diversified portfolio comprising many hundreds of companies at the same time and worldwide, from listed equities to private equity and start-ups. At the same time, you retain full control: you decide for yourself when to buy, hold, or sell.

Unlike traditional equity funds, DAVIGO also gives you access to sources of return that funds typically cannot offer, particularly in the area of unlisted companies and private equity.

DAVIGO is a share that offers you the benefits of a diversified portfolio without the disadvantages of a fund.

The key difference lies in the sources of return and the structure.

With a traditional equity fund, you invest exclusively in listed equities. The fund acts as a kind of intermediary and you are the customer. Your money is pooled and professionally managed, and you receive fund units. The selection is limited to what can be traded on the stock exchange.

With DAVIGO, you buy a real individual share and become a co-owner of an investment company. The major advantage: DAVIGO democratizes returns by combining two worlds:

• Listed companies, as with a fund
• Unlisted investments, including private equity, start-ups, and direct investments at every stage of a company’s development

These private-market investments are normally only accessible to institutional investors or very wealthy individuals. You would need millions to invest in this area in a diversified way. With DAVIGO, you gain this access at the price of a single share.

The result: you benefit from sources of return in which you would normally not be able to participate directly with smaller amounts, while retaining the flexibility of a listed share.

No. DAVIGO is not an ETF, or Exchange Traded Fund, but an individual share. And that makes a big difference.

An ETF passively tracks an index, such as the DAX or the S&P 500. So you automatically invest in all the companies included in that index, without any active selection.

DAVIGO is an independent stock corporation with an active investment strategy. When you buy DAVIGO shares, you acquire shares in a real company that selectively invests in promising holdings worldwide.

The key advantages over an ETF:

• Access to private markets: DAVIGO will also invest in unlisted companies, start-ups, and private equity, which are sources of return that no ETF can offer.
• Active selection: We search strictly according to rules and without emotion for attractively valued and promising investments, instead of simply tracking an index.
• Broad diversification: You benefit from a mix of listed and unlisted holdings across all stages of company development.

DAVIGO – more than an ETF, because you gain access to sources of return that ETFs cannot offer.

In principle, every share is unique, just as every company is different. But DAVIGO has a special characteristic that makes the key difference.

With a normal share, you invest in a single company. Your success depends on how that one specific company develops. This can offer significant opportunities, but it also involves corresponding risk.

With a single DAVIGO share, you are invested in thousands of companies worldwide at the same time, from innovative start-ups and high-growth medium-sized businesses to established listed corporations.

It is like acquiring a complete, professionally managed portfolio by buying one share. You receive:

• Broad diversification across different industries, regions, and company stages
• Access to private-market investments that are normally not available to retail investors
• Professional investment management through our rule-based system
• The flexibility of a listed individual share

DAVIGO – one share, a thousand companies, countless opportunities.

Because some of the most attractive return opportunities can be found there, opportunities that are normally out of your reach. Private equity is a separate asset class with enormous potential.

Access is highly restricted:

• Normally, you need millions to invest in this area in a diversified way. In addition, your money is often tied up for years.

DAVIGO breaks down these barriers:

• We give you access to private equity at the price of a single share. You benefit from investments in unlisted companies, exclusive deals, and growth opportunities that are usually reserved for large institutional investors, without having to invest millions yourself.

What makes it special:

• Unlike traditional private equity funds, you retain flexibility. Thanks to the planned stock exchange listing of the DAVIGO share, you can buy or sell at any time. No capital tied up for years, no complicated exit scenarios.

With DAVIGO, an exclusive investment for the few becomes an accessible source of return for everyone.

DAVIGO – private equity for everyone, flexibility for you.

Because start-ups offer the greatest growth potential of all types of companies, but are normally out of your reach.

Start-ups often focus on the topics of the future:

• Artificial intelligence, sustainability, medical research, new mobility concepts, space, and innovative technologies. This is where tomorrow’s solutions are created, along with exceptional return opportunities.

The problem:

• Under normal circumstances, you need high minimum investment amounts to benefit from this potential. Start-up investments are reserved for professionals and wealthy private individuals.

DAVIGO democratizes this source of return:

• By purchasing a single DAVIGO share, you can participate in the return opportunities of start-ups without having to invest large sums yourself. You gain access to a world that would otherwise remain closed to you.

At the same time, we reduce risk:

• Start-up investments are inherently risky. That is why DAVIGO invests in a large number of start-ups. This broad diversification helps absorb losses from individual holdings, while successful investments can contribute to attractive overall returns.

DAVIGO – future opportunities for everyone, risk intelligently diversified.

No share is “safe”. We have to be honest about that.

At least since the financial crisis of 2008/2009, we know that there are practically no completely safe investments. That is why the legal notice is important and justified: the purchase of any security involves significant risks and may result in the total loss of the invested capital. DAVIGO shares reflect the combined results of the corporate investments made by DAVIGO, and these can, by their nature, also develop negatively.

But what matters is the probability of this happening.

With a savings account below the deposit insurance threshold, the risk of loss is minimal, but the return is also very limited. With speculative investments such as options trading or highly leveraged products, the potential for high returns is great, but the risks of loss are also substantial.

DAVIGO seeks an intelligent balance between opportunities and risks:

• We invest selectively in promising corporate holdings to create attractive return opportunities
• At the same time, we diversify broadly across thousands of companies worldwide
• This diversification is intended to help absorb downward movements in individual holdings
• Even a total loss of individual holdings would likely have no material impact on your overall investment, as what matters is the development of the overall portfolio

DAVIGO – not risk-free, but intelligently diversified for balanced opportunities and risks.

Yes, extensively, and the results speak for themselves.

Our rule-based system was not only developed theoretically, but has also been intensively tested in practice for publicly listed equities.

Historical simulation, 1970 to 2018

• In a so-called feed-forward simulation, in which the system was applied to historical market data, the approach proved functional across different market phases.

Live test in the real world, 2018 to 2024

• Even more importantly, the system has been tested in a real market environment since 2018, with more than 2,000 actually completed investments. This practical experience demonstrates that the algorithmic approach works not only in theory, but also under real market conditions.

What this means

• The technology behind DAVIGO for publicly listed equities is not an experiment, but a proven system that has demonstrated its functionality over many years, across different market phases, with real capital and real transactions.

DAVIGO – built on proven technology, tested in the real world.

DAVIGO was founded in January 2018, so we can look back on more than seven years of experience.

What has happened during this time:

Since its founding, we have not only developed the vision of a democratized investment holding company, but also created and extensively tested the technological foundation for it. Our rule-based investment system was tested in live operation with real capital in publicly listed equities from 2018 to 2024 and continuously developed further.

We used these years to:

• Test and refine our investment technology in practice
• Complete and evaluate more than 2,000 real investments
• Build an experienced team and strong partners
• Prepare the business model for the stock exchange listing

Since the stock exchange listing in the second quarter of 2026, it has been possible to benefit directly from our business model by purchasing DAVIGO shares, WKN: A2LQGN, ISIN: DE000A2LQGN7.

DAVIGO – founded in 2018, ready for the future.

Yes. It is that simple:

• Open your broker app or online brokerage account
• Search for “DAVIGO” or the corresponding securities identification number
• Buy the desired number of shares at the current market price

Our share is currently listed on the open market of the Düsseldorf Stock Exchange.

Additional trading venues are planned. In the medium term, we aim to list on further exchanges in order to further increase tradability and liquidity.

In the long term, a XETRA listing is also planned.

DAVIGO – tradable through your broker, simply and flexibly.

The price is determined daily by supply and demand on the stock exchange.

You can view the current share price at any time through your broker, financial portals, or our website.

The advantage of the stock exchange listing: real-time transparency. You always see exactly what the share currently costs and can buy or sell at current market prices.

DAVIGO – with daily price transparency on the stock exchange.

That depends on the current share price.

You can get started with the price of a single share. You decide for yourself how many shares you would like to buy, flexibly through your broker, just like with any other share.

Since the stock exchange listing, we have made DAVIGO accessible to everyone, without high barriers to entry. This means you can start with smaller amounts and gradually build up your investment over time.

DAVIGO – accessible to everyone, according to your own possibilities.

DAVIGO has currently issued approximately 1.9 million shares.

What does this mean for you?

This figure gives you an impression of the company’s current size.

The number of available shares is expected to increase regularly through planned capital increases. This is part of our growth strategy: we aim to continuously raise additional capital in order to steadily expand the investment portfolio and increase the liquidity of the share in the market.

DAVIGO – transparent in its structure, growing in substance.

DAVIGO is designed for long-term wealth creation, and history shows why this makes sense.

The misconception about shares:

• Many people associate shares with constant buying and selling. That is why only around 5% of people in Germany invest their money in shares. Yet the past shows that equities as an asset class can be particularly rewarding when held over the long term.

Why a long-term approach makes particular sense with DAVIGO:

• With DAVIGO, we are establishing an evergreen structure. This means that DAVIGO is deliberately designed for continuous growth, without artificial exit pressure. Returns are reinvested and the portfolio is continuously optimized.

Private markets need time:

• Private equity and start-up investments in particular often only unfold their full potential after several years. As a long-term shareholder, you benefit from this development.

Broad diversification works over time:

• Diversification across thousands of companies helps balance short-term fluctuations and develops its stabilizing effect especially over the long term.

This does not mean that you are forced to hold your DAVIGO shares for the long term. But the stock exchange listing, meaning the general ability to trade your shares on the stock exchange every day, gives you flexibility at all times. Experience shows, however, that the best value development is achieved with an entrepreneurial, long-term mindset.

DAVIGO – built for long-term success, flexible for your needs.

The honest answer: no one can predict this with certainty, and neither can we.

What we do know: only a small proportion of publicly listed companies worldwide manage to achieve a sustained average share price increase of 8% or more per year. In fact, only around 5% of all globally traded shares achieve a continuous value increase of 8% or more per year. The rest perform below that level or even generate losses.

Our ambition: this is exactly what DAVIGO sets out to achieve, to deliver above-average value growth of this kind. Through our systematic selection of promising corporate holdings, broad diversification, and access to private markets, we create the conditions for this.

But it is important to note: the specific future development cannot, of course, be predicted. Markets change, companies develop differently, and external factors play a role.

What you can expect: a professional, rule-based investment strategy with the aim of becoming one of the most successful investments. No guarantees, but a clear ambition.

DAVIGO – high return ambition, honest communication.

The sobering truth: surprisingly few.

Only around 5% of all globally traded stocks achieve a continuous value increase of 8% or more per year. The rest perform below that level or even generate losses.

The problem for you as an investor:

• Filtering out the right companies from thousands of publicly listed businesses worldwide is extremely difficult. You need time, expertise, analytical tools, and constant market monitoring. Even then, there is no guarantee that you will identify the winners.

The DAVIGO solution:

• This is exactly where our rule-based system comes in. Instead of investing randomly or based on gut feeling, we invest in equities systematically and without emotion.

At the same time, you do not only invest in publicly listed equities. With DAVIGO, you also gain access to private markets and start-ups, sources of return that are not even included in this statistic because they are not publicly traded.

With a DAVIGO share, you do not have to search for the needle in the haystack yourself. We do this work for you.

DAVIGO – systematically searching for strong sources of return.

Technically speaking: yes. From our perspective: no.

As with any share, DAVIGO shares can also be used for short-term speculation.

However, short-term speculation often does not lead to the desired results. There are several reasons for this:

• Emotional decisions: Short-term price fluctuations can lead to hasty reactions, which is exactly the opposite of what tends to be successful in the long term.
• Missed potential: The private-market holdings in the DAVIGO portfolio in particular need time to unfold their full potential. Those who exit too early may leave opportunities untapped.
• Costs: Frequent trading causes transaction costs that reduce your returns.

Our experience: a long-term, entrepreneurial mindset is often more successful when it comes to shares, and especially with DAVIGO. You benefit from continuous portfolio development, reinvestments, and the development of the holdings over time.

DAVIGO gives you the flexibility to speculate, but we recommend thinking long term.

Very simply, through the stock exchange via your broker or custodian bank:

1. Open your broker or custodian bank account, whether Trade Republic, Scalable Capital, comdirect, Consorsbank, or another provider of your choice
2. Search for “DAVIGO”, either by name or by the securities identification number, WKN: A2LQGN, ISIN: DE000A2LQGN7
3. Place a buy order, specify the number of shares and buy at the current market price
4. Done, the shares are automatically booked into your securities account

No special requirements needed:

You only need a standard securities account. If you do not have one yet, you can open one with practically any bank or online broker within a few minutes, often even free of charge.

Planned integration into neobrokers:

We are working on integrating the DAVIGO share into popular trading apps such as Trade Republic as well, making the purchase especially simple and user-friendly.

DAVIGO – as simple and convenient to buy as any other share.

As a DAVIGO shareholder, you benefit from several advantages:

1. Harmonization of the magic triangle of investing: You no longer have to choose between return, security, and availability. DAVIGO takes all three aspects into account: attractive return opportunities through broad diversification, risk spreading across thousands of companies, and daily tradability through the stock exchange listing.
2. Access to exclusive sources of return: You gain access to investments that would otherwise remain closed to you:
   • Private equity investments, normally only available to investors with millions
   • Promising start-ups in future-oriented industries
   • Direct co-investments with institutional partners
   • Unlisted growth companies
3. Part of a strong investor community: As a DAVIGO shareholder, you become part of a growing community that is jointly becoming a relevant player in the capital market. This creates access to deals that individuals would never be able to obtain on their own.
4. Professional management without your own effort: You do not have to take care of research, selection, and administration yourself. Our proven, rule-based system does this for you.

DAVIGO – more benefits, fewer compromises.

At launch (planned for Q2 2026): We initially aim for inclusion in the open market segment (Freiverkehr) of a German stock exchange. As a first step, we will submit the application for stock exchange listing there.

Medium term — multiple trading venues: Once a security is traded on one exchange, it is common for other exchanges to admit it to trading as well. We therefore expect DAVIGO shares to become tradable on several German exchanges over time.

Long term — international visibility: Our goal is to continuously increase tradability and liquidity. To achieve this, we also plan a future XETRA listing in order to reach a broader investor base — both nationally and internationally.

What this means for you: The more trading venues there are, the better the liquidity and the easier your access. You will then be able to choose through your broker the exchange offering the best conditions for you.

DAVIGO — starting locally, growing globally.

Yes, absolutely. Experience shows that investing in shares can be particularly rewarding over the long term.

Important note: Returns achieved in the past are not an indicator of future returns. However, the examples illustrate the potential:

• Example 1: One-time investment of €10,000
  At an assumed annual return of 8%, this could grow to almost €101,000 over 30 years. By comparison, the same €10,000 in a savings account at an assumed 2% interest rate would amount to only about €18,000 over the same period.
• Example 2: Monthly savings of €300
  At an 8% annual return, this could grow to approximately €425,000 over 30 years. By comparison, at 2% interest in a savings account you would reach only just under €150,000

The best strategy: A combined approach of a one-time investment and regular monthly investing in shares.

What makes DAVIGO special: With DAVIGO, you do not invest only in publicly traded shares, but also gain access to private markets and startups — sources of return with additional growth potential that are not yet considered in the examples above.

DAVIGO — wealth building through diversification.

We are committed to maximum transparency, beyond what is legally required.

Why transparency matters to us:

• High-quality information creates predictability and trust. In our experience, this also has a positive impact on company valuation.
• That is why we deliberately go beyond the minimum requirements.

Regular financial reports:

• Annual report with detailed information on the company’s development
• Comprehensive half-year report for up-to-date insights

Ongoing communication:

• Press releases on important developments
• Corporate news on relevant events
• Regular updates through social media channels
• Current information on our website

Visibility and dialogue:

• Participation in investor and analyst conferences
• Coverage by independent financial analysts
• Various activities to raise awareness of DAVIGO
• Direct exchange with the investor community

Our goal: you should always know what is happening at DAVIGO and how your investment is developing.

DAVIGO – transparent in communication, reliable in information.

DAVIGO solves a fundamental problem in the capital market: unequal access to attractive sources of return.

• Combination of two worlds
• DAVIGO is one of the few companies worldwide that systematically combines public equity and private markets in a single tradable share. You gain access to:
  • Publicly listed companies worldwide, including small and mid caps with high potential
  • Private equity holdings that are normally reserved for investors with millions
  • Promising start-ups in future-oriented industries
  • Direct co-investments with institutional partners
• Proven investment technology for publicly listed equities
• Our rule-based system “DAVID” works systematically and without emotion, tested since 2018 with more than 2,000 real investments. No gut decisions, but data-based selection. With a proven average IRR of 25.4%.
• DAVIGO solves the classic investment dilemma
• You no longer have to choose between return, security through diversification, and availability. The evergreen structure enables continuous reinvestment, while the stock exchange listing offers daily liquidity.
• Democratization instead of exclusivity
• What was previously reserved for institutional investors is becoming accessible, without high minimum investments and without long capital lock-ups.

DAVIGO – unique in access, systematic in approach, democratic in vision.

The share structure was chosen deliberately because it offers you decisive advantages that other investment forms cannot combine.

• Liquidity instead of capital lock-up
  Unlike traditional private equity funds, where your money is often tied up for more than 10 years, you can trade DAVIGO shares daily on the stock exchange. You retain full control over your investment.
• Accessibility instead of high barriers
  No minimum investments in the millions, as with traditional PE funds. You can get started with the price of a single share and benefit from the same sources of return.
• Transparency and simple integration
  The share structure allows for easy integration into your existing securities account and meets common investment guidelines. You can see the current value of your investment at any time.
• Evergreen structure for long-term success
  No artificial exit dates, unlike closed-end funds. Returns are continuously reinvested and the portfolio is steadily optimized for sustainable value growth.
• Broad tradability
  Access for retail investors and institutional investors alike, on the same platform and under the same conditions.

DAVIGO as a share – the flexibility of modern stock markets meets the return opportunities of private markets.

Since the IPO in the first half of 2026, we have been pursuing a strategy of continuous, sustainable growth in several phases. Regularly planned capital increases, meaning the creation of new shares, are a deliberate part of the future growth strategy.

Phase 1: Market establishment, market capitalization up to €100 million

• Integration into neobroker platforms such as Trade Republic for easy access
• Activation through selected brand ambassadors who create trust
• Short term: move to a higher-quality open market segment for greater visibility
• Development of the diversified investment portfolio

Phase 2: Scaling, market capitalization of €100 million to €500 million

• XETRA listing for an international investor base
• Viral growth through social media and increased stock market visibility
• Strengthened financial PR in relevant media

Phase 3: Institutionalization, market capitalization above €500 million

• Regular capital increases to expand the portfolio
• Targeted approach to institutional partners such as issuing banks and selling agents
• Continuous increase in share liquidity

Our goal: to make the DAVIGO share attractive to an increasingly broad range of investor groups, from retail investors to institutional investors.

DAVIGO – growth with a system, step by step.

DAVIGO follows a growth strategy. This means no dividend distributions, but continuous reinvestment.

Why no dividend?

As an investment holding company with an evergreen structure, we reinvest returns from successful exits and value increases directly back into the portfolio. This gives you as a shareholder specific advantages:

• Tax advantage: You do not pay annual withholding tax on dividends, but only when you sell your DAVIGO shares, and then only on the actual gain.
• Compound interest effect: Reinvested returns continue to work for you and can generate additional growth, instead of ending up in your account after tax.
• Portfolio expansion: Every euro remains in the company and flows into new promising holdings. This can increase the value of your share more strongly over the long term than a distribution.

Profit is generated differently: instead of regular dividends, you benefit from the value development of the DAVIGO share itself. If you need liquidity, you simply sell part of your shares, flexibly according to your needs.

DAVIGO – growth instead of distribution, value appreciation instead of dividends.

Here it is important to understand a fundamental difference, because DAVIGO is not a fund company, but a stock corporation.

When buying through the stock exchange: If you buy DAVIGO shares on the stock exchange, your money goes directly to the seller of the DAVIGO shares you are buying, and not to DAVIGO. So the money is received by another shareholder who is selling their shares. This is the case with every publicly listed share.

What you receive: By purchasing the shares, you immediately become a co-owner of DAVIGO AG, with all the rights and obligations of a shareholder. Your share in DAVIGO’s entire investment portfolio is therefore secured.

When does “new” money actually flow into DAVIGO AG?

Only in the case of capital increases, meaning new issuances of shares, does fresh capital flow directly to DAVIGO.

We make these measures part of our deliberate growth strategy:

• We plan regular capital increases
• New shares are created and placed on the market
• The capital raised then flows directly into the company
• DAVIGO uses this capital to expand its investment portfolio

Your advantage as a shareholder: even if your purchase price goes to the seller when buying on the stock exchange, you still benefit from every euro that DAVIGO raises through capital increases and invests successfully. This is because every successful investment increases the value of the overall portfolio and therefore also the value of your shares.

The difference compared with a fund: with a fund, your money always flows directly into the fund. With a stock corporation such as DAVIGO, by contrast, you are a co-owner. Your investment is your participation in the existing and growing company value.

DAVIGO – you become a co-owner, not a fund customer.

An honest answer about costs, because transparency is important to us.

When buying the share, the usual transaction costs charged by your broker apply, just as with any other share. These depend on your chosen broker, often between €0 and €10 per order.

Ongoing costs at company level:

As a stock corporation, we incur operating costs for:

• Management and administration of the holdings
• Technology and IT systems
• Analysis and research
• Compliance and regulatory requirements
• Marketing and investor relations

These costs are paid directly from the company’s assets, as with all listed companies. They are not charged to you separately.

Important difference compared with funds: with traditional investment funds, you often pay:

• Front-end loads, up to 5%
• Annual management fees, 1 to 2% of the fund’s assets
• Sometimes performance fees, up to 20% of the profit

With DAVIGO as a share, there are:

• No front-end loads
• No separate management fees for you as a shareholder
• No performance fees charged directly to you

You only pay the normal broker fees when buying or selling, and indirectly through the company’s operating costs, which are reflected in the company valuation.

We will transparently disclose specific figures on internal cost ratios in our annual reports.

DAVIGO – fair cost structure, full transparency.

First of all: DAVIGO is a fully independent company. DAVIGO is not majority-owned by large corporations, banks, or other companies. DAVIGO belongs exclusively to its shareholders. Operationally, DAVIGO is backed by a team with proven expertise in investment technology and capital markets.

The founding:

DAVIGO was founded in January 2018 and has since built up more than seven years of experience in systematic, real-world investment management.

Core competence: investment technology

The developers of the DAVIGO investment system are Simon Marbach and specialized partners who developed the rule-based technology and investment strategy behind DAVIGO. Simon Marbach is a member of the Management Board of the AG.

His vision: “DAVIGO aims to rank among the most successful 5% of publicly listed shares worldwide according to the Sharpe ratio, thereby adding value to every long-term-oriented portfolio.”

Proven expertise:

The team has developed and tested the investment technology over many years, also involving external expertise, for example from the Faculty of Software Development at the University of Mannheim.

DAVIGO – backed by expertise, driven by vision.