Helios Capital's Founder, Samir Arora, and CIO, Dinshaw Irani, discuss their investment approach in a conversation with ET Now. They emphasize the importance of elimination investing, which involves sorting stocks into good and bad and eliminating the bad ones. They believe in avoiding trade-offs and focusing on consistent performance. They highlight their preference for sectors like consumer and finance in their portfolios. The Helios AMC team's edge lies in their long-standing experience and time-tested investment strategies.