HELS yields 0.02% · BTI yields 5.38%● Live data
📍 BTI pulled ahead of the other in Year 1
Combined, HELS + BTI cover 0 of 12 months — good coverage
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HELS actively invests up to 130% of net assets in long positions and 30% in short positions, primarily in US-listed equities. Portfolio construction leverages proprietary fundamental research and risk signals, aligning position size and duration with signal strength across individual trades, trends, and time horizons. The funds adviser selects companies considered to have sustainable competitive advantages and positive change catalysts, such as accelerating sales, cyclical recoveries, operational improvements, and capital structure enhancements. Short positions target companies with negative attributes like declining sales or weak financials. The portfolio typically holds 3050 longs and 1530 shorts, using risk management techniques for diversification. The fund may invest in ADRs, ETFs, derivatives, and securities lending intending to deliver more efficient risk/return characteristics than long-only funds.
Full HELS Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.