Welcome to Helix Research.

Who We Are

Helix Research is a London-based long/short equity fund focused on mispriced balance sheet resilience in sustainability transition sectors. We use a proprietary rules-based model (Octo Factor) to screen for forensic financial quality across a curated universe of global listed equities. We invest where sustainable transformation drives profitability today. We short names with unjustified premiums.

Managed by Sowmy VJ (CIO, 30 years in investment banking, asset management, and financial risk) and Sridhar Somasundar (COO, 25 years at HSBC and NatWest, operational risk and fund infrastructure).

The Thesis

Eco-economics is not ESG. ESG asks you to compromise returns for sustainability labels. Eco-economics identifies companies where sustainable transformation is the source of profitability, not a cost centre.

We reject greenwashing, climate promises pegged to 2050, and sentiment-driven ESG ratings. Our model looks at balance sheet strength, cash flow durability, and real-world environmental and social outcomes happening now. If the numbers don’t hold up under forensic scrutiny, we don’t invest. If a company trades at an unjustified premium on ESG sentiment alone, we short it.

For the full thesis, read “Stop Chasing Green Unicorns” [download our manifesto].

What You’ll Find Here

Weekly research notes, individual stock teardowns using the Octo Factor model, macro commentary, and market analysis through the eco-economics lens.

Free subscribers get headlines and summary views. Paid subscribers get the full thesis detail, positioning notes, and deep-dive teardowns.

For Investors

For the latest factsheet, DDQ, or to discuss an allocation, email hello@helix.earth .