In a recent presentation, Sowmy V.J., our Managing Partner, and an experienced fund manager, introduced the Helix Quantamental Model, a robust framework for building and managing stock portfolios. Drawing from over 25 years of investment experience, Sowmy detailed how this model goes beyond traditional stock picking to deliver consistent, market-beating returns.
What is the Helix Quantamental Model?
The Helix model is structured around six core factors, which are further subdivided into 20 key pillars. Each factor, such as ‘investment,’ is broken down into specific pillars, providing a comprehensive and detailed analytical framework for evaluating potential stocks.
The Power of Portfolio Theory
A fundamental principle of the Helix model is the belief that the whole portfolio is greater than the sum of its parts. Rather than searching for a single “star pick,” the model focuses on assembling a collection of solid stocks. When these stocks are combined correctly, the resulting portfolio can outperform the market significantly.
Key Advantages of the Helix Model:
Proven Track Record: Sowmy has used this model for his personal investments since 1999 and has successfully applied it in two previous funds and his current fund, Helix.
Market-Beating Performance: The model has consistently delivered returns higher than the market on a monthly, quarterly, and annual basis, even during periods of market volatility.
Global Applicability: The Helix model is versatile and can be used in any market, including the US, UK, and India.
Adaptability: While the core pillars of the model remain consistent, it allows for minor modifications and the inclusion of new data, such as sentiment analysis, to reflect changing market dynamics.
The Helix Quantamental Model offers a structured and data-driven approach to investing, emphasizing the importance of a well-diversified portfolio and a deep understanding of the factors that drive stock performance.
For investors seeking to achieve consistent and sustainable returns, the Helix model provides a compelling framework for success. Want to learn the model?
