Investment Objective
Helium Opportunities targets absolute returns uncorrelated to Equity markets through Equity arbitrage strategies. Investing in liquid assets, the managers apply strict risk parameters to insure capital protection. Combining a conservative management style with low leverage, the management team is able to achieve its performance objective through diversification of investments. Key to this investment process: independent strategy implementation and a dynamic capital allocation to various Equity arbitrage opportunities.
Reference Index
Eonia capitalized
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.3 | 0.5 | 0.5 | 0.4 | 0.6 | 0.6 | 0.1 | 0.6 | 0.1 | 0.4 | 0.2 | 0.9 | 0.2 | |
| 2021 | 0.2 | 0.8 | 0.6 | 0.9 | 0.9 | 0.6 | 0.7 | 0.3 | 0.3 | 0.9 | 0.2 | 0.2 | 0.3 |
