A Changing Investment Landscape
Over the past year, the global conversation in markets has revolved around Artificial Intelligence. The excitement is understandable because AI is reshaping industries and creating new possibilities. Yet while attention remains focused on this boom, there is an even more important and lasting change unfolding: the world’s shift toward a sustainable economic model.
This shift is not a short-term theme. It is being driven by three unstoppable forces.
First, the rising financial and social costs of climate inaction.
Second, increasing regulatory pressure that demands cleaner and more transparent business practices.
Third, the growing expectations of younger generations who want the companies they work for and invest in to act responsibly and with purpose.
These forces are combining to create what we at Helix call the Eco-economic Transition. It is not a cycle, but a permanent restructuring of how global capitalism works.
At Helix, our mission is to capture the long-term investment opportunities created by this transformation. We believe wealth in the coming decades will be built not only through technology, but through participation in this shift toward sustainable growth. Those who adapt will thrive. Those who ignore it will face rising costs, shrinking markets, and a steady loss of value.
The New Cycle of Investment
The rise of AI is driving enormous spending on data centers and power systems. But this is only one part of a much larger story. The world now needs far more energy that is reliable, affordable, and clean. This requirement is creating what we call the clean energy and sustainability investment cycle.
This cycle is focused on rebuilding the foundations of the global economy. Power grids need major upgrades to handle both renewable energy and the growing demand from AI and electrification. Industries are investing heavily to become more efficient and reduce waste. New technologies are emerging to protect assets, agriculture, and water systems from the physical risks of climate change. Together, these efforts represent one of the largest and most durable waves of capital investment in history.
Winners and Losers in the Transition
We see a clear and growing gap between companies that are successfully adapting to this new world and those that are not. The firms leading the transition—what we call Eco-Leaders—are showing stronger financial results, higher returns on capital, and greater appeal to investors and employees alike. Their commitment to sustainability is genuine and integrated into their business model, not just a public relations exercise.
On the other side are the Eco-Laggards. These are companies that delay action, abandon sustainability targets, or rely on marketing rather than measurable progress. They face rising borrowing costs, stricter regulations, and declining investor trust. Their long-term value is gradually eroding. Our research process, supported by our proprietary data models, helps us identify both types early, allowing us to position portfolios to benefit from the difference.
Our Investment Approach
Our Long/Short Equity strategy is built to perform in both rising and falling markets. We invest in high-quality companies leading the transition and take selective short positions in those that are not. This balance allows us to participate in growth while managing risk.
We apply what we call Eco-Margin of Safety, which means we only buy companies that trade below their true value and show measurable progress toward sustainable growth. For short positions, we look for clear signs of financial, legal, or regulatory weakness. This disciplined framework aims to deliver steady returns with limited drawdowns and low correlation to broad market indices.
We manage risk actively. Unlike passive funds that simply track sustainability indices, we can adjust exposure as conditions change. When valuations become overheated, we reduce our exposure. When markets pull back, we increase our positions where conviction is strongest. This flexibility is key to protecting capital and finding opportunity in all environments.
Our use of AI focuses on insight, not speculation. Our systems analyze financial data, capital flows, and environmental performance to identify companies that are truly transforming their industries. This helps us move beyond traditional ESG labels to find real, measurable leadership.
Where We See Opportunity Now
We are particularly constructive on companies that provide the foundation for clean and resilient power systems. This includes utilities, infrastructure providers, and technology firms building the grids and storage solutions that make the modern economy possible. The market continues to underestimate both the size and duration of this investment cycle.
We also see strong potential in businesses that link human health with environmental health. Companies that provide clean food, water, and healthcare solutions will continue to benefit from structural, long-term demand. In Asia, China’s determination to lead in green technologies such as batteries, solar, and electric mobility presents significant opportunity, despite ongoing geopolitical challenges. Select companies in this space are now global leaders in both innovation and scale.
Investing for the Eco-Economic Age
Long-term wealth creation requires resilience in the face of both market volatility and environmental disruption. The principles for success are clear. Investors must align their portfolios with the reality of this transition. This is not a temporary theme, but a permanent re-weighting of how capital is deployed.
Avoiding this transition entirely is not a neutral choice; it is a costly mistake. As history showed during the internet era, missing the long-term structural trend is the ultimate investment risk. At the same time, portfolios must hedge against the decline of industries that fail to adapt. Our Long/Short approach is designed to do exactly that—protecting investors from the erosion of the old economy while capturing the growth of the new one.
Transparency and clarity remain essential. Investors should expect a data-driven, verifiable process that goes beyond marketing labels. At Helix, we are committed to providing that clarity. Our approach is built on rigorous analysis, disciplined risk management, and a clear understanding that sustainability and profitability are not in conflict. They reinforce one another.
The Eco-economic Transition is reshaping the world. We believe it represents the most important and rewarding investment opportunity of our time. By focusing on quality, purpose, and discipline, investors can not only protect their capital but build lasting wealth through change.
Want to be part of the future?