what is bad than what is good
not "information edge"
some stocks are performing today some are
getting ready to perform in the future
must be avoided at all costs!
Welcome to Helios Capital!
We are India equity specialists with a long track record of consistent outperformance and proven alpha capture. We are based out of Singapore and Mumbai.
Helios Capital Management Pte. Ltd. holds a Capital Markets Services License from the Monetary Authority of Singapore and is registered as a Foreign Portfolio Investor with the Securities and Exchange Board of India.
Helios Capital Asset Management (India) Pvt. Ltd., our subsidiary in India, is licensed by the Securities & Exchange Board of India (SEBI) to offer Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), and acts as an Investment Manager to the Schemes of Helios Mutual Fund.
We have an excellent track record, across time periods, and across both long-short and long-only equity strategies focused on India. We are fortunate that we invest in a large, fast growing economy, with high dispersion amongst business models, valuations and price performance of stocks.
Our edge stems from our people, our investment philosophy, our repeatable processes, our research rigor, our time in the markets and our performance oriented, collaborative team culture. Our entire “Day 1” team remains with Helios!
Our investment team is a blend of experience and youth. We are unique in that no other investment team focused on India brings together a group of seniors such as ours, each with 25 or 30 plus years of India investment experience and a long history of two, three or more decades of working alongside each other.
Our investment philosophy is unique and differentiated. Our Elimination Investing (EITM) framework has ensured a distribution of long book returns markedly more skewed towards the performing end as compared to the market. Our proven short book alpha over time can also be attributed to our EITM framework.
We are deeply rooted in fundamental analysis. We believe that rigor in research work is key to ensuring we tilt the probability of success in our favour.
We believe that valuations matter. We also believe that understanding of macroeconomic developments and market conditions make a considerable difference to long term return outcomes. We aim to invest alongside tailwinds.
We believe that the entire gamut of risks has to be understood, measured and managed at all points of the investment process – stock research, portfolio construction, portfolio management, and trading – and at all times. In particular, under no circumstances should there be permanent loss of capital.