Whalesbook
Helios Flexi Cap Fund has significantly outperformed its peers and benchmarks over its two-year existence, delivering 24.2% annualized returns. This strong performance, driven by a strategic tilt towards mid and small-cap equities, low cash levels, and high-conviction stock picks, has caught the attention of investors. However, experts caution that the fund remains relatively new and its higher mid/small-cap exposure can lead to increased volatility, emphasizing that past performance is not indicative of future results.