In the face of persistent macro uncertainty, diverging central bank policies, and accelerating energy transition tailwinds, Helixl continues to deliver uncorrelated, high-alpha performance with a forward-facing, thematically focused hedge strategy.
Market Context: The New Paradigm for Capital Allocation
Sticky inflation and policy divergence (BoJ/SNB easing vs. BoE/Fed holding)
Geopolitical instability and its second-order impact on supply chains and pricing power
Public sector retreat due to sovereign debt overhang, reinforcing the importance of private capital in driving infrastructure and innovation
In this environment, a traditional long/short equity strategy or macro trend-following fund offers limited downside protection. Helix provides a differentiated solution.
The Portfolio Construction Model: Core-Satellite Allocation
Our fund utilizes a two-tier model:
1. Core Portfolio (~70% weight):
Comprises companies we term "eco-leaders"—those adopting sustainable practices in food, transport, housing, and industry.
These companies are not necessarily producing green tech but are strategically integrating it.
2. Satellite Portfolios (~30% weight):
Structured around high-conviction themes:
Energy transition leaders (solar, wind, SMRs, electrification)
EV ecosystem (including fuel innovation and battery scaling)
Industrial sustainability (packaging, pharma, green chemicals)
Litigation alpha: One sleeve focuses on ESG litigation and greenwashing, identifying short opportunities as regulatory scrutiny increases.
Overlay Strategies:
Bond and macro-overlays are deployed tactically to smooth drawdowns and buffer against earnings volatility.
Performance
84% net return in 2024
65% YTD in 2025, with a target of 5% net monthly return
Sharpe ratio consistently >2, driven by low correlation to traditional beta
Strategic Thesis: Aligning with the Under-30 Demographic
Our model is predicated on a data-driven understanding of global generational shifts:
Half the world’s population is under 30
Their preferences—sustainability + digital interconnectivity—are not just consumption signals but investable themes
We’ve back tested this cohort’s “economic expression” into a dual-factor model informing both our portfolio and signal generation
Proprietary Signal Engine: From Research to Execution
Helix’s signal engine generates daily tradable insights, derived from macro, ESG, and behavioral data. These are used in our discretionary and systematic allocations—and made accessible to platform users.
Our edge is not just alpha generation, but alpha transparency.
Conclusion
In a world where noise is 99% and signal is 1%, Elix is positioned to extract returns from structural inefficiencies tied to energy, demographics, and sustainability. Our fund remains in incubation, offering a unique window for early LPs to co-invest at the ground floor of a scalable, uncorrelated alpha engine.
We welcome strategic dialogues with family offices, endowments, and institutions interested in high-impact, future-aligned investing.
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