- Investment Strategy: It is a fundamentally driven, variable long-biased strategy. The fund aims to generate double-digit USD returns by leveraging long positions (buying stocks expected to rise) and short positions (selling stocks expected to fall).
- Dual Objective: The fund's primary goal is to outperform Indian market benchmarks and long-only ETFs across market cycles.
- Structure: It is registered as a Category III Alternative Investment Fund (AIF) in India. This classification allows the fund to use leverage and complex trading strategies like derivatives to manage risk and enhance returns.
- Performance Levers: The strategy focuses on four main areas:
- Longs: Quality stock picking for growth.
- Shorts: Profit from declining stock prices and provide downside protection.
- Portfolio Management: Strategic asset allocation and risk management.
- Market Beta: Capitalizing on broader market movements.
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Samir Arora
Samir Arora is the Founder, Group CIO and Fund Manager at Helios Capital, with more than 30 years of experience in Indian equity investing and Asian emerging markets. Also referred to as Sameer Arora in some investor searches, he has built a long career managing equity portfolios across India, Singapore, and global emerging markets. Through ALTPORT, investors can access investment strategies managed directly by Samir Arora, including Helios Capital PMS and the Helios India Long/Short Fund, one of the long/short AIF strategies available on the platform.
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