helix 39-Month Verified Live History

Productive Capital.
Protected Liquidity.

A rules-based, global long/short equity strategy engineered for institutional allocators and high-net-worth investors.

Request Factsheet & Route Diligence

16–20%

Structural Cash Buffer

60%

Preservation Floor

8.5%

Max Single-Name Limit

337.96

Current NAV (Base 100)

The Octo-Factor Engine

Designed to systematically flag corporate balance-sheet deterioration 12 to 18 months before market recognition.

Layer 3

The Forensic Trinity

Peer-relative financial stress tests leveraging Altman Z-Score, Piotroski F-Score, and Beneish M-Score.

Layer 2

Proprietary Edge

Eco-Efficiency (EEF) targeting narrative-reality gaps alongside Forensic Integrity (IHF) quality layers.

Layer 1

Systematic Foundations

20 analytical pillars across 8 factors dynamically weighted to macro, volume, and volatility regimes.

Rules-Based Capital Preservation

Mechanical risk controls executed automatically by rule, eliminating discretion and emotional bias.

TRIGGER ACTIVATION

6.5% Peak-to-Trough Decline in Unhedged Core Book

Action 1: Automated De-risking

Immediate liquid sell-off of lowest-conviction names first.

Action 2: Dynamic SPY Hedge

Initiate volatility-scaled SPY hedge (1-week ATR%, capped at 15% NAV).

Hard Kill Criteria: Hard disqualifiers triggered for Beneish M-Scores > -1.78 or mandatory exits if anchor holdings miss earnings expectations by > 2%.

Mandate Alignment & Diagnostic

Ensuring structural suitability for institutional allocators, wealth managers, and HNW investors.

Target Mandate Fit

Allocators seeking repeatable systematic processes over narratives.
Investors requiring mathematically embedded capital preservation floor.
Professionals capable of direct review (Family offices, company directors, DFMs).
Allocators with funds held outside restricted tax wrappers.

Disqualified Mandates

Retail investors seeking personalized financial advice.
Speculative investors looking solely for high-return stories without downside limits.
Gatekeepers unable to review Helix directly or identify the investment owner.
Pure impact mandates where sustainability is the primary thesis.

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Productive Capital.Protected Liquidity.