Added to YB: 2026-09-08
Pitch date: 2026-09-05
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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-2.85
P/E
4.27
EV/Sales
-2.06
Sector
Capital Markets
Category
value
Update - Helios Fairfax management call
FFXXF (update): Helios Fairfax trades at a huge discount to growing book value, with Trone’s IPO at roughly 2x carrying value providing comfort that marks are conservative. Helios V fundraising is on target, and its targeted additional $400M could get the embedded manager most of the way to breakeven, while co-investment dividends add a second cash-flow stream. Progress will be lumpy, and reliable profitability may still take 3-5 years.
Read full article (6 min)