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How Helix Research Works

Systematic Balance-Sheet Resilience & Quantitative Alpha Feeds

1. Minimum Liquidity & Universe Gate

We ingest and filter the global public equity universe, applying rigorous minimum average daily volume (ADV) and liquidity thresholds. Illiquid or micro-cap equities are permanently barred from model ingestion.

2. The Octo-Factor Vector & Forensic Trinity

Equities are evaluated across 8 quantitative factors, enforcing rigorous Altman Z solvency, Piotroski F quality, and Beneish M fraud screening.

3. The 130/30 Barbell & CPPI Dynamic Floor

Capital is allocated across a Defensive/Conviction long pole paired with structural short alpha hedges, backed by a 60% High-Water Mark CPPI floor.