Helios Capital Asset Management

The three overarching tenets of the firm's investment philosophy are: Elimination Investing is a unique approach that uses 8 fundamental factors to eliminate (ex-ante) poor performers and narrow down to a buy list of "good" stocks that "Cannot Be Eliminated on Any Factor." Avoid Permanent Loss of Capital is an overarching objective at every stage of the investment process, at stock level and at portfolio level. This is achieved by limiting leverage, respecting valuation, and screening out stocks with potential to permanently derate, stagnate or go to zero, using the firm's EI® framework. Invest with Tailwinds: It is always better to invest with a tailwind, rather than be left fighting headwinds. The firm is a fundamental bottom-up investor that believes an investing strategy must be cognizant of, adjust to and take advantage of changing dynamics of macroeconomics, market conditions, industry trends and thematic tailwinds. Additional investing beliefs include: Deep Fundamental Research, Knowledge Based Investing, Seek the Truth, Invest in Steps of 1-3 Year Terms, Sensible Diversification over Concentration, and Risk Management is a Core Value.