Helios strategy: Not just going contra, being early helps make money in market
“It is not so much that you were going against consensus or being a contrarian, but that you were early and buying it in a smaller way, first maybe 2.5-3% and then buying a number of stocks, the hit rate is 35-40% but you do really well. Rest if you can do sort of breakeven relative to market when out of those 20 stocks, even seven, eight do very well you are set.”
