Our Approach

At Helprin Management, our fervent stance is that avoiding material losses is vital, and all our strategies were established with this in mind. We aim to generate steady profits rather than simply “beat the market” short term. We consider ourselves rationalist investors since we are open to exploring prospective investment opportunities throughout the full economic and market capitalization spectrum. We do not have a mandate as a company to remain fully invested or to hold or maintain positions in any specific sector. This rationalist approach prevents us from being biased towards any stock or sector and allows us to always seek what is best for our clients.

Investment Philosophy

We believe that companies with strong cash flow, sustainable dividend income, and favorable valuations compared to peers and the market can provide consistent total returns over time. We believe that a strict sell discipline and vigilant tracking and management of portfolio risks are necessary to secure our clients’ assets against market volatility. We believe that a portfolio of fairly valued companies with expanding earnings that are well-positioned to continue growing on an ongoing basis will bring long-term value to clients. We believe in active portfolio management in pursuit of well-defined investment objectives, as opposed to passively tracking a market-segment replicating index.

Security Selection

The Helprin Management team performs continuous analysis of prospective investments and current holdings. We ensure that our clients are always optimally invested.


We evaluate and respond to macro developments with portfolio implications:
  • Economic
  • Demographic
  • Political
  • Sociological


We evaluate and respond to changes affecting earnings growth outlooks, capital appreciation prospects, dividend yield, and valuations:
  • Management
  • Sales trends
  • New product launches
  • Research and development
  • Dividend trends