Hedge Funds
Bateleur Capital has been managing hedge fund money on behalf of its clients since January 2005. The funds have been regulated under the Collective Investment Schemes Control Act (2004) since the 1st of October 2016.
Please contact us for a more specific discussion
Bateleur Long Short Prescient RI Hedge Fund
Fund Structure
Retail CIS Hedge
Benchmark
CPI + 4%
Risk Profile
Moderate
Liquidity
Monthly
Fund Description
The Bateleur Long Short Prescient RI Hedge Fund is our flagship award-winning hedge fund and longest running fund with a 20-year track record. The fund is a long/short equity hedge fund and is suitable for investors looking to benefit from equity market growth while safeguarding their capital during times of market uncertainty, ultimately aiming to achieve superior returns at lower volatility compared to equity markets over the medium to longer term.
Fund Managers
Kevin Williams
CA (SA) | Director & Fund Manager of Long/Short & Flexible Fund
Charl Gous, CFA
Director & Fund Manager of Market Neutral Fund, Long/Short Fund and Equity Fund
Bateleur Market Neutral Prescient RI Hedge Fund
Fund Structure
Retail CIS Hedge
Benchmark
STeFI
Risk Profile
Low
Liquidity
Monthly
Fund Description
A relative-value equity fund that is generally positioned to be market-neutral.
It is a flexible hedge fund suitable for high-net-worth individuals, institutions, family offices and hedge fund of funds.
The investment objective is to generate returns in excess of cash (STeFI) on an annual basis, at low levels of volatility.
The fund will predominantly invest in South African markets, but may also invest in offshore markets. It may invest in listed and unlisted securities, including but not limited to equities, bonds, money markets instruments, property shares, derivatives and debentures.
The fund was started in July 2008, since October 2016 the fund has been regulated under CISCA.
Fund Managers
Charl Gous, CFA
Director & Fund Manager of Market Neutral Fund, Long/Short Fund and Equity Fund
Bateleur Special Opportunities Prescient RI Hedge Fund
Fund Structure
Retail CIS Hedge
Benchmark
CPI + 4%
Risk Profile
High
Liquidity
3 Months’ Notice
Fund Description
The fund will seek to capture value opportunities in JSE listed shares which are likely to be unlocked over a two to three-year horizon but may be
subject to short term price volatility.
Fund Managers
Charl Gous, CFA
Director & Fund Manager of Market Neutral Fund, Long/Short Fund, Special Opportunities and Equity Fund