Investment Thesis

Helix Transition Capital Partners LP is a private investment fund structured as an English limited partnership. It is designed for sophisticated investors and aims to generate returns by investing in public securities (stocks, ETFs) aligned with sustainability and eco-economic themes.

The fund uses an Equity Long/Short strategy, taking long positions in companies leading in sustainability and short positions in underperformers or those accused of greenwashing.

At Helix Research Ltd., our investment philosophy is anchored in a proprietary 'eco-economics' thesis, which posits that significant financial returns are generated by aligning capital with the inevitable global shift towards a sustainable and digitally interconnected future. We believe that this structural transformation creates unique investment opportunities across various sectors.

Performance & Risk Management

We believe in providing our investors with a clear and comprehensive view of the Helix Transition Fund's performance. This includes detailed annual returns, such as the 84% seen in 2024, alongside key risk-adjusted metrics like the Sharpe and Sortino ratios, and our focus on maintaining a low maximum drawdown.

Our risk management is underpinned by EcoMoS, a proprietary adaptation of the Margin of Safety principle, tailored to the unique dynamics of eco-economic investing.

Invest in Helix Transition Fund, to take advantage of the opportunities that the sustainable transition offers.

The formative years economy (16-30 age group) is valued at $2T currently and growing at a 30% CAGR since 2018.

Tech innovation, sustainability, climate change, renewable energy, changing work dynamics, are all important trends that drive this market.

The fund is designed to take advantage of this growing market.

We conduct quarterly market research and opinion polling.

We select stocks of companies that serve the 16-30 age group.

Our fund comprises of global equity stocks, that are custom weighted.

We use the SPDR S&P 500 ETF (SPY) index as the primary benchmark for performance.

Quarterly redemptions allowed; a 5% penalty applies for withdrawals within the first 12 months.

We look for sound fundamentals, and value them, based on our proprietary model.

2% annual management fee and 20% performance fee (above high watermark).

The Helix Transition Fund is offered through an FCA-authorized brokers and asset managers with unregulated Collective Investment Scheme (CIS), offering FSCS protection of up to £85,000 and deposit protection of up to £5M. The minimum entry is £20,000, with increments of £10,000 thereafter. The fund is open to global investors.

The fund is suitable only for high-net-worth or sophisticated investors who meet the UK’s Financial Promotion Order criteria and are comfortable with higher risks, including potential loss of capital.

Please access our Confidential Information Memorandum below, for more information and select a suitable time to talk to us.

Core Principles of Our Investment Thesis

  • The 'Aspirations Gap' Opportunity

    We identify and capitalize on what we term the 'Aspirations Gap' – the increasing demand from younger generations for solutions that are both technologically advanced and environmentally responsible. This societal shift drives new consumption patterns and market dynamics, creating compelling investment pathways.

  • Sustainable Alpha through Long/Short Equity

    Our strategy employs a dynamic Equity Long/Short approach. We take long positions in "eco-leaders"—companies demonstrating strong free cash flow, superior return on invested capital, and consistent progress in sustainability. Concurrently, we tactically short or swing trade "eco-laggards"—entities that are failing to adapt, dropping ESG targets, or engaging in greenwashing. This balanced approach allows us to generate alpha irrespective of market direction.

  • Uncorrelated Returns and Low Drawdowns

    Our objective is to deliver high returns with low drawdowns, aiming for performance that is uncorrelated to traditional benchmarks such as the S&P 500. By investing in resilient, future-aligned companies and strategically disinvesting from those lagging in the sustainability transition, we seek to provide structural alpha and enhanced portfolio diversification.

  • Research-Led, Forward-Looking Screening

    Our investment decisions are underpinned by rigorous, research-led screening that goes beyond mere ESG "box-ticking." We utilize deep analysis, incorporating qualitative and quantitative factors, to identify truly transformative companies and emergent trends.

  • AI-Powered Insights

    Our methodology is further enhanced by advanced analytical tools, including a Graph Neural Network (GNN) that connects money flows, fundamentals, ESG data, sentiment, and price action. This allows for systematic "margin of safety" identification, providing robust signals and a comprehensive understanding of market dynamics in the context of eco-economics.

  • Risk-Managed Approach

    We integrate a proactive risk management framework, adapting the traditional "Margin of Safety" concept to a sustainability lens (EcoMoS). This ensures comprehensive assessment of market, liquidity, and operational risks, building portfolio resilience through continuous monitoring and control.

Fund Overview

1. Helix Transition Capital Partners LP aims to invest in public securities, aligning with the eco-economics thesis. The fund intends to generate a reasonable return for its investors, by targeting securities that fit its investment strategy.

2. Asset Class: Public Securities such as equity stocks, and exchange traded funds.

3. Strategy: Equity Long/Short based on proprietary stock selection process.

4. Team :

  • Managing Partner: Sowmy VJ – prop trader, management consultant, former fund manager (private equity fund).

  • Chief Operating Officer: Sridhar Somasundar – data & transformation expert.

  • Chief of Staff: Nithya RN – marketing professional, community engagement.

5. Structure: Limited Partnership (England & Wales) with

  • General Partner: Helix Research Ltd, 82A, James Carter Road, Mildenhall IP28 7DE (Company number: 13610590)

  • Asset manager: Tradeslide Technologies Ltd t/a Darwinex

  • Prime Brokerage: Interactive Brokers

  • Regulatory Status: Unregulated CIS, using an FCA authorized broker/ asset manager

  • Management Fees: 2% on Assets Under Management

  • Performance Fees: 20% on Profits , above high watermark

  • Risk Free Rate: Bank of England base rate

  • Benchmark: SPDR S&P 500 ETF Trust (Ticker: SPY)

  • High Watermark: Applicable

  • Hurdle Rate: None

  • Redemption: Quarterly

  • Redemption Holiday: None

  • Redemption Penalty: 5% of Assets Under Management in the first 12 months

Contact Form and Information For Inquiries

We are here to answer your questions and explore potential partnerships. Please use the contact form or the provided details to get in touch with the Helix team.

Discover How to Preserve Your Legacy, through an Investment in Helix.

Our Investment Thesis reflects a commitment to driving impactful financial outcomes that are both profitable and responsible, guiding capital towards a more sustainable and prosperous future.