Our Commitment to Integrity

Information on the Board of Directors, AIFM registration, and key personnel roles.

We believe that trust is paramount. To that end, we are committed to a high degree of transparency in our operations and investment approach. We are actively pursuing AIFM registration with the FCA, reflecting our dedication to meeting rigorous regulatory standards. Our investors benefit from monthly reports providing detailed insights into fund performance and strategy, complemented by our weekly newsletter that shares our broader market perspectives and thinking.

At Helix, we are committed to maintaining the highest standards of governance and transparency in all our operations. Our framework is designed to ensure robust oversight, clear accountability, and open communication with our partners.

Our Governance Structure

Legal Framework: The partnership is governed by the laws of England and Wales and is structured as a limited partnership in accordance with applicable laws.

  • Regulatory Compliance: We operate in compliance with all applicable laws and regulations of England and Wales, and any other relevant jurisdictions. While classified as an unregulated Collective Investment Scheme (CIS), we utilize an FCA-authorized broker/asset manager. We have also applied for AIFM (Alternative Investment Fund Manager) registration with the FCA.

  • General Partner Authority: Helix Research Ltd, as the General Partner, holds exclusive authority over the management and control of the partnership's business and affairs, adhering to the terms of the agreement and applicable regulations.

  • Standard of Care: The General Partner performs its duties in good faith, with the care, skill, prudence, and diligence expected of a prudent person in a similar capacity. The General Partner is not liable for acts or omissions made in good faith, except in cases of willful misconduct, gross negligence, or material breach of the agreement.

  • Board of Directors: A Board of Directors is in place and meets quarterly to provide oversight.

  • Limited Partner Liability: The liability of Limited Partners is restricted to their capital contributions, as per the Limited Partnerships Act 1907. The partnership operates as a separate legal entity distinct from its partners.

  • Advisory Board: An Advisory Board may be established to offer guidance on partnership matters.

  • Conflicts of Interest: The General Partner is committed to identifying and disclosing potential conflicts of interest, acting in good faith and in the best interests of the partnership and its Limited Partners.

Our Commitment to Transparency

  • Investor Reporting: We provide monthly investor reports to keep our partners informed.

  • Financial Documentation: We maintain detailed books and records, and prepare and distribute financial statements and other reports to Limited Partners. Tax returns are also filed on behalf of the partnership.

  • Regular Updates: A weekly newsletter is published, and our investment thesis is detailed in two published books. Investment signals are also published and available for subscription.

  • Team and Advisors: Our team includes a Chief Operating Officer and Chief of Staff. We also engage advisors for specific areas as needed.

  • Confidentiality: The Private Placement Memorandum and its contents are confidential and are generally restricted to persons in the United Kingdom, specifically to sophisticated or high net worth investors who meet certain criteria outlined in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (FPO).