Helix Research
Forensic quality. Disciplined risk. Liquid alpha.
A systematic, long short equity strategy built on the Octo Factor model. Third-party certified track record.
The Octo Factor model
A disciplined, eight-factor framework that constructs a concentrated 60-stock portfolio from the equity universe — rebuilt on evidence, not opinion.
Forensic quality
Every holding is screened on balance-sheet integrity, earnings quality and accounting red flags before it earns a place.
Factor discipline
Eight orthogonal factors drive selection and weighting — value, momentum, quality and beyond — with no discretionary overrides.
Concentrated by design
A focused 60-stock book: enough to diversify idiosyncratic risk, tight enough for every name to matter.
Liquid & transparent
Long short, fully liquid equities. Leveraged, no lock-ups, no opacity — positions you can see and exit.
Track record
Performance since inception, Mar 2023–Apr 2026. Net of fees, independently certified.
| Year | Net return |
|---|---|
| 2023 | +18.17% |
| 2024 | +91.16% |
| 2025 | +61.58% |
| 2026 YTD | +12.12% |
87% of months positive · High-water mark 429.47 · Source: Interactive Brokers (third-party certified). Past performance is not a guide to future results.
Investment routes
Access the same systematic strategy through the structure that fits your mandate.
LP Subscription
Subscribe to the Helix limited partnership for pooled access to the flagship strategy with full investor reporting.
Alpha Capture
Receive the model's weekly signals and replicate the book in your own brokerage account (ISA/SIPP/other tax advantaged accounts).
Invest with discipline.
Request investor access to view certified performance, agreements and reporting in the secure portal.
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