What We Do
Our Investment Strategy
Helm operates an opportunistic and contrarian global equity strategy on behalf of the principals of the firm as well as a select group of sophisticated institutional and UHNWI investors from across the world.
We invest in out-of-favor and overlooked countries that are recovering from a temporary political or macroeconomic dislocation.
We seek to build a high conviction portfolio of 15-25 high-quality, industry-leading domestic franchises across 2-5 markets at a time.