Strategy

130/30 Long/Short: Conviction Without Compromise

Green agricultural fields with small irrigation channels, wind turbines, a mountain in the background, and a partly cloudy sky.

Helix Research runs a concentrated 130/30 long/short strategy in listed public equities. We take 130% long exposure in our highest-conviction positions and 30% short exposure in companies we believe are structurally overvalued or exposed to transition risk.

This structure gives us:

  • Enhanced upside from our best ideas

  • A natural hedge against sector-wide drawdowns

  • Monthly liquidity for our investors, no lock-up, no illiquidity premium required

Our Model

The Octo Factor Model

Our stock selection is driven by a proprietary multi-factor framework we call the Octo Factor Model. It screens for balance sheet resilience, cash flow quality, management alignment, and sector positioning across eight dimensions, filtering out noise and identifying companies where the market has systematically underpriced durable value.

Universe

We invest globally in listed equities across renewable energy, EV infrastructure, building efficiency, sustainable food and agriculture, and complex care technology. We focus on sectors where the investment case is grounded in economics, not narrative.