Navigating the Markets

Insights from Our Trading Activity This Week

This week's trading activity in the Helix Transition Fund portfolio provides valuable insights into the current market dynamics and the efficacy of our Eco-economics investment strategy. As we continue to focus on companies demonstrating a strong alignment with financial, social, and environmental sustainability, and increasing adoption by the 16-30 age demographic, our trades reflect a proactive approach to capturing opportunities within this evolving landscape.

Key Highlights of the Week (Week Ending March 28th, 2025):

Our trading log reveals a series of tactical moves, balancing both buy and sell positions across a diverse range of instruments. Notably:

• Agile Response to Market Fluctuations: The week witnessed a high volume of trade, indicating an active management approach to capitalize on short-term market movements while adhering to our long-term investment thesis. Several positions were opened and closed within a short timeframe, demonstrating a focus on capturing timely opportunities.