Helix

In a recent presentation, Sowmy V.J., our Managing Partner, and an experienced fund manager, introduced the Helix Quantamental Model , a robust framework for building and managing stock portfolios. Drawing from over 25 years of investment experience, Sowmy detailed how this model goes beyond traditional stock picking to deliver consistent, market-beating returns. What is the Helix Quantamental Mod...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Helix Alpha Architecture 2026 Date: January 20, 2026 Objective: Target 75% Annual Return | 5% Max Drawdown Framework: Helix Barbell Strategy & Carhart 4-Factor Model I. Introduction: The Era of Multidimensional Polarization As...

This is a free preview of a paid episode. To hear more, visit www.sowmyvj.com Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Good evening. I’m Sowmy VJ. Most of you would have seen the news that Meta is laying off over a thousand people, that too mainly in their Reality Labs. They are making AI investments, called ‘Compute AI’. Today, we run the Heli...

As a subscriber, we like to add value to your financial future, and hence we offer you the ability to get a 360 degree view of your finances. On the header of this email (and all our emails), you will find a link titled ‘Start Client Journey’. Don’t worry, you will not be charged a penny for clicking that link. There is no obligation to invest in our fund, or to use any of our services. If you pre...

Happy New Year to You and Your Family! As always, I prefer to add a little insight in my posts, and here’s what we found about the US Economy, and what we are doing about it. The White House is shouting about a Golden Age while the Federal Reserve is quietly breaking out the emergency plumbing tools for the first time since 2020. We’re seeing 4.3% GDP growth paired with a labour market that’s esse...

Yahoo Finance recently hosted a discussion featuring three experienced investors— Marques Blank (Blank Capital), Shailesh Kumar (Astute Investors Calculus), and Sowmy VJ (Managing Partner, Helix research)—sharing high-conviction investment ideas, ranging from micro-cap defense contractors to well-known value conglomerates and short-sale targets in discount retail. Featured Investment Ideas Here is...

Most people read my posts on a mobile device. Did you know that you can listen to the text, on your way to work? Just get the app. I remember a few years back, I was looking at a massive utility that was practically swimming in coal dust, but their CEO was on every finance news show talking about their 2050 net-zero goal . I swear, the stock jumped 10% that day. I thought, “Are you kidding me? A p...

The corporate landscape is facing a dual challenge: the necessity of genuinely addressing Environmental, Social, and Governance (ESG) concerns, and the imperative to recognize the evolving preferences of younger generations. A deep dive into recent corporate practices suggests a significant disconnect between what brands say they are doing and what they are actually implementing. The Misalignment...

If you have ever looked at a stock chart, seen a fantastic upward trend, entered the trade, and then immediately watched your stop-loss get hit, you are not alone. It is one of the most frustrating experiences in trading. You were right about the direction, but you still lost money. Why does this happen? According to the insights shared in this video, the culprit is often not your strategy, but th...

We are focusing our investment strategy on companies that are profitable and sustainable at the same time . This isn’t just about ESG; it’s about eco-economics . But we need to know you better, to tell you more about it. Mind filling this form, to let us know? Here’s the core thesis: * Sustainability Drives Profitability: In most cases, companies become more profitable because they are sustainable...

Amidst all the AI hype, it’s crucial to look beyond the noise and focus on fundamentally sound investments. We took a look at IBM as a key case in point. Instead of recommending the “hype stocks” in the AI space, we are focusing on companies that are positioned for long-term strength. * IBM is playing to its existing strengths, particularly in enterprise spend . * While there has been a lot of hyp...

The old rules of risk and return are being completely rewritten. A powerful new paradigm, dubbed Eco-economics , makes the compelling case that the most durable and resilient profitability is now directly linked to ecological sustainability . This isn’t about sacrificing profit for the planet; it’s a new compass guiding us toward a future where the two drive each other forward. The Urgent Shift Ou...

Want a simple, effective framework for analyzing a stock before you invest? I rely on a model called EIC (Economy, Industry, Company) , a straightforward approach also used by banks and credit institutions. It breaks down your analysis into three simple steps: * Economy (E): Start by looking at the big picture. Is the economy growing or stagnating? * Industry (I): Next, focus on the specific indus...

A crucial economic point that isn’t often discussed in the mainstream dialogue is the risk posed by youth unemployment to our economic future and, specifically, our pensions. In the UK, the median age is 40 and continues to rise. Our economic system, which relies on an influx of young, fully employed workers paying taxes and National Insurance to support benefits for the aging population, operates...

It’s tempting to think the global economy is always in a fantastic, growing stage. However, the current global macroeconomic scene indicates we are in a slowing or declining cycle . Key takeaways from the analysis: * This slowing cycle has not changed since the pandemic and is unlikely to change for the next five or more years globally. * Most developed economies are in this declining stage. * Whi...

Thank you to everyone who tuned into my live video! Join me for my next live video in the app. Insights on Investing in a Shifting Global Economy Excited to share key takeaways from the latest discussion on investment strategy, focusing on stability and sustainability in the current macroeconomic climate. Here’s the essential advice for navigating today’s market: * Focus on Profitability & Sustain...

Thanks to everyone who joined my Sunday session on “Understanding the Macro Environment as an Equity Investor” ! For those who missed it, the recording is out now. It’s easy to get lost in macro data like GDP, interest rates, and inflation. My goal was to provide a simple framework to make this data usable in your investment journey. Key Takeaways from the Session The Four Macro Cycles The economy...

We often hear about the challenges of pensions and lifestyles as our economies age. The populations of the UK and Europe are aging , with the median age in the UK at 40 and rising . This trend means more benefits and incentives are being targeted at the older population . For this system to work, you need more young people entering the workforce in full employment , paying income taxes and Nationa...

We are highlighting Nucor , a US-based green steelmaker , as a compelling example in the current investment landscape. The fundamentals are strong: the company exhibits good free cash flow and a solid return on invested capital (ROIC). But the critical catalyst right now is the significant wave of infrastructure investment that is underway. A large portion of this infrastructure spending will dire...

A major challenge we’ve been hearing about from family offices, investment firms, and EPC firms is a struggle with capability . This means finding the right people —managers, operators, analysts, researchers, etc.—to essentially run their operations. It’s proving to be very difficult for them. To tackle this, we’re leveraging our network of 8,000+ investors and 1,000 LPs to help connect talent wit...

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe