Thank you to everyone who tuned into my live video! Join me for my next live video in the app.
In an era of performative finance, it is easy to get lost in the “brochure”. But at Helix Research, we don’t buy the brochure—we buy the balance sheet. As we move into Q1 2026, the global landscape is defined by fragmentation and sudden volatility shocks. Our strategy, is designed to cut through the noise of emotional capital flows and ESG box-ticking to find forensic financial quality.
Our 2024 performance, delivering a +84.00% gross return, was rooted in this same discipline. Today, we are doubling down on our 130/30 Barbell Strategy: going long on “boring” cash flow and shorting the hypocrisy of greenwashing.











