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Helios India Long/Short Fund

Helios India Long/Short Fund

About Company

The parent company of Helios is Helios Capital Management Pte. Ltd. (“Helios”), situated in Singapore. Helios is registered as a foreign portfolio investor with the Securities and Exchange Board of India and holds a capital markets services licence from the Monetary Authority of Singapore. The 2005-founded Helios manages a worldwide long-only fund and long/short, and long-only funds/mandates specifically focused on India. The founders of Helios, Dave Williams, Karan Trehan, and Samir Arora, were pioneers in the Indian asset management market and jointly established one of India’s first private sector AMCs in 1994. They have extensive expertise in senior asset management (in their prior roles). In the Indian fund management industry, Samir Arora has one of the longest track records (26+ years on the long side). With a track record of more than 15 years, he is among the most seasoned India fund managers on the short side. Senior staff from Helios and Helios India have been closely collaborating for more than ten years, and we anticipate continuing this relationship for a very long period. We have the most extensive cumulative experience investing in India among alternative funds, and more crucially, we have remained solidly together throughout periods of market volatility in India. We are united by our common conviction that India has a fantastic stock market and our unwavering confidence in our ability to provide investors with competitive returns underpinned by complete transparency.

Key Characteristics
  • 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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Fund Manager

Samir Arora

Samir Arora

Samir Arora, a graduate in engineering from the Indian Institute of Technology, New Delhi, pursued an MBA from the Indian Institute of Management, Calcutta. He then completed his Master’s degree in finance from The Wharton School of The University of Pennsylvania. During his Master’s degree, he secured the Dean’s scholarship.

 

In 29 years of his work life, he has worked at Alliance capital and founded Helios Capital. Mr. Arora holds experience in fund management and research as the head of Asian emerging markets at Alliance capital management. He led alliance capital’s Indian mutual fund business as the Chief investment officer.

 

It was bestowed upon with more than 15 awards, and he also led India-dedicated equity funds. The renowned fund manager was awarded as Singapore’s most astute equity investor by The Asset magazine

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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