Every Tuesday, we update our investors on strategy—but today, I’d like to take a step back and offer a broader perspective on where the world is heading and how Helix is positioning to thrive in that future. Whether you’re new to alternative investing or looking to diversify beyond traditional equities and bonds, we believe there’s a compelling case to be made for the approach we’re building here at Helix.
A Complex Global Landscape — and a Simple Thesis
We're operating in one of the most unpredictable macroeconomic environments in decades. Inflation is sticky. Central banks are diverging in policy. Global debt levels are high. Political flip-flops are introducing policy instability.
Yet despite the noise, we’re not just surviving—we’re thriving. Why? Because we don’t try to be everything to everyone. Instead, Helix focuses on robust, uncorrelated returns rooted in one of the few megatrends that will define the next decade: the global energy transition and sustainability revolution.
The Helix Portfolio: Built for the Real Economy
Our hedge fund operates with a “core and satellite” structure:
Core Portfolio – Eco-leaders: These are companies already adopting green technology across sectors like housing, food, manufacturing, and transport. They’re profitable today and sustainable for tomorrow.
Satellite Portfolios – High-Conviction Themes: These include:
Companies leading the energy transition (solar, wind, nuclear SMRs, industrial heat electrification)
Players in EVs and alternative fuels
Innovators in circular packaging, chemicals, and pharma
We pair this with macro-overlays—such as bond market strategies—to smooth volatility and reduce drawdowns. That’s how we consistently target 5% monthly returns, with 2024 delivering 84% and 2025 already trending at 65%+.
Investing in a Youth-Led Future
Half the global population is under 30. Their values—sustainability, digital connectivity, transparency—are shaping the companies of the future. We’ve reverse-engineered our portfolio by understanding their consumption and investment patterns.
If you’re asking yourself: “Where should I put capital that’s aligned with the future?”, Helix may be the answer.
AI, Geopolitics, and Greenwashing: Why Signals Matter
From the rise of AI to geopolitical tensions and rampant greenwashing, the noise is only increasing. We’ve built our research systems to filter signal from noise using both data and human insight. Our “greenwashing litigation” strategy even profits from ESG misrepresentation—because we believe integrity is investable.
We invite you to use the same investment signals we do through our platform—because transparency builds trust.
Helix is still in its incubation phase—but we’re building something designed for long-term resilience and impact. If you’re an investor who values innovation, clarity, and purpose, we welcome a conversation.
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