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How Helix Research Works

Systematic Balance-Sheet Resilience & Quantitative Alpha Feeds

1. The Institutional Liquidity Gate

We ingest and filter the official institutional equity universe. Any company failing strict liquidity and tradability bounds is permanently barred.

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.