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Risk management is a Core Value for Helios
Risk management is embedded throughout the investment process. In fact, our investment philosophy (Elimination Investing or EITM) and research process is geared towards minimising downside risks, and, in particular, avoiding situations that can cause permanent and lasting loss of capital.
In our analysis of companies, the Helios research team maintains a keen focus on the assessment of downside risks versus upside expectations.
Some of the main features of the Helios risk management process are:
All portfolio drawdowns are evaluated and may trigger exposure adjustments and reshuffle of positions/sectors.
Helios has dedicated risk management personnel and compliance officers, independent of the investment team, that provide another level of checks and balances.