LongHTWSJun 2026
Helios Towers plc
Helios Towers provides exposure to structural growth in telecommunications infrastructure. Its opportunity is concentrated across Africa and the Middle East, where the fund sees…
HTWS
1 published idea on Helios Towers plc across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Helios Towers: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Helios Towers provides exposure to structural growth in telecommunications infrastructure. Its opportunity is concentrated across Africa and the Middle East, where the fund sees…