Performance

Returns That Speak for Themselves

Important Disclaimer:

PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. The value of investments can go down as well as up. You may get back less than you originally invested.

Helix Research delivered 84% in 2024, driven by disciplined stock selection, not leverage or concentration risk.

Our 130/30 structure is designed to capture upside in our highest-conviction positions while hedging against sector drawdowns. Monthly liquidity means our investors are never locked in.

Want the full picture?

Request the factsheet for detailed performance data, drawdown analysis, and portfolio attribution.