How We Create Value

Deploy our balance sheet to make investments arising from Helios’ investment strategies

We seek to create value for our shareholders by making investments that appreciate in value and drive excess management fee and carried interest revenue streams, and generate compound growth in net asset value per share.

Our approach is two-pronged:

  1. Investing in new, high-potential opportunities alongside Helios funds that grow our fee and carried interest streams
  2. Investing our balance sheet capital in opportunities arising from Helios’ investment strategies in private equity and other investment vehicles

These strategies target powerful secular trends such as demographics & urbanization and technology & innovation, invest in energy transition and low carbon fuels, and capitalize on opportunistic public and private investment valuations.

Flywheel diagram
How We Create Value | Helios Fairfax Partners