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.