Caveat and Disclaimer
Whilst Bateleur Capital (Pty) Ltd (“Bateleur”) is an approved Discretionary Financial Services Provider with the Financial Services Board of South Africa (“FSB”) in terms of the Financial Advisory and Intermediary Services Act (FSP No. 18123), hedge funds are not currently regulated by the FSB and therefore do not receive the legislative protection afforded to registered funds.
The information on this website is intended solely as an information overview of the funds that Bateleur manages and should not be seen as the solicitation of an offer to invest in the funds or any future fund to be established. Investors that may decide to invest in the funds should first familiarise themselves with the relevant fund agreements before making their investment decision.
The information on this website has been prepared by Bateleur. Whilst every care has been taken by Bateleur in compiling the information on this website, neither Bateleur nor its directors give any warranties, express or implied, as to the accuracy, reliability or completeness of the information on this website or any other information of whatever kind whether in oral or written form, made available to any interested party and any liability therefore is hereby expressly disclaimed.
The funds are not marketed or sold in any jurisdiction where they are not legally permitted.
Investment Philosophy
Bateleur’s investment philosophy has remained unchanged since inception. Key elements include:
- A value oriented investment style.
- Investment decisions centered on bottom up fundamental research. This applies to both long and short positions.
- Actively managing downside risk in order to protect investors' capital during periods of market weakness.
- The establishment of a core portfolio where a long term view is taken.
- Researching and investing in companies that may fall outside the FTSE/JSE Top 40 Index.
- Quick turnaround time on investment decisions.
