Added to YB: 2026-09-02
Pitch date: 2026-08-28
FFXXF [bullish]
Helios Fairfax Partners Corporation
Author Info
Building Arks has 25 years of experience as a professional and private investor. I own stocks for the very long term when I think they can compound at 15%. I write about them here. Sign up for the newsletter.
Company Info
Helios Fairfax Partners Corporation, an investment holding company, engages in the investment business.
Market Cap
$226.7M
Pitch Price
$2.05
Price Target
4.44 (+112%)
Dividend
N/A
EV/EBITDA
-2.85
P/E
4.27
EV/Sales
-2.06
Sector
Capital Markets
Category
value
Results: Helios Fairfax Partners 2q26
FFXXF (earnings): Helios Fairfax remains extremely cheap at roughly 46% of book value and 59% of tangible book, while BVPS rose 12% year over year to $4.44 and TBVPS 13% to $3.45. Trone’s IPO above its second-quarter mark and the inferred sale of African Specialty Risks around carrying value support portfolio valuations. Manager economics remain the question: recurring fees do not yet cover costs, and sustained pre-carry profitability may require $1.5-$2B of fee-paying AUM.
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