For individual LPs and professional investors who are looking beyond immediate gains and investing for the long-term future – for their children and grandchildren – the traditional investment landscape can present challenges. If your horizon is short-term, or you're seeking a quick buck, this approach may not be for you. However, if you're seeking a sustainable path to growth, Helix offers a differentiated investment platform built on the proprietary eco-economics thesis.
Moving Beyond Traditional ESG: The Eco-Economics Advantage
Many investors have embraced ESG (Environmental, Social, and Governance) principles, but the sources indicate that ESG investing has often yielded "suboptimal" or "tailed" distributions of returns. Helix goes beyond the limitations of traditional ESG, which can be prone to confirmation bias. Our approach, rooted in eco-economics, prioritises businesses that are both profitable and sustainable. This means we don't just follow ESG ratings or use rigid whitelist/blacklist methods; instead, we adopt a research-led, forward-looking strategy that aims to capture sustainable, long-term growth.
The eco-economics model places a strong emphasis on businesses that prioritise younger generations (those under 30) as key customers, employees, and stakeholders, recognising their deep concern for a sustainable future and the persistent economic inequality they face.
Objective Investing for Higher, Uncorrelated Returns
A significant challenge in investing, whether in ESG or macro fundamental value-driven strategies, is confirmation bias – the tendency to seek out data that supports your existing hypothesis. Helix tackles this head-on with an objective, unbiased system. We leverage a graph neural network-based system that can analyse the entire universe of stocks to understand where true value lies, without needing to sift through countless individual financial statements. This system gives us clear signals based on evidence on the ground, rather than preconceived notions or past performance that can lead to "overfitting".
This evidence-based approach helps us identify hidden value that might be missed by traditional analysis of millions of financial data points. The result? Returns that are uncorrelated to the broader market, offering high returns with the lowest drawdowns. Managing drawdowns is crucial; for instance, the S&P 500 has experienced a 21% drawdown. Helix's strategies are specifically designed to preserve capital and reduce such drawdowns.
What Helix Offers You:
• Fund Investment: The Helix fund is ideal for individuals looking to invest for their future, offering a way to lift the return profile of your portfolio.
• Sustainable Investing Platform: Beyond just a fund, Helix provides a platform where you can learn about the eco-economics thesis and even test and build your own portfolio, potentially attracting capital based on your strategy. We help you develop your strategy with extensive learning resources on eco-economics.
• Radical Transparency: We believe in complete openness. Our investment thesis is published in books, our strategy in newsletters, and our positions as trading signals.
• Access to Research and Signals: As an individual LP or professional investor, you gain access to research reports and trading signals based on eco-economics.
• Support for Businesses: If you are a business raising capital, aligning with the eco-economics thesis can help you attract investment from a larger LP network (including ours) often at a lower cost of capital. This is particularly suitable for businesses introducing new climate or sustainable technology, or traditional businesses adopting such tech.
In essence, Helix provides a clear, evidence-based compass in the complex seas of modern investing. Just as healthcare relies on evidence-based medicine rather than just what an influencer might suggest, your investments should also be guided by robust evidence. Helix offers that guidance, helping you navigate towards a profitable and sustainable future.
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