20 YEARS OF OUTPERFORMANCE
WHILE PROTECTING CAPITAL

TWO DECADES OF DISCIPLINED INVESTING

Bateleur Capital is a boutique, independent and owner-managed fund manager based in Cape Town, South Africa that was founded in 2004. Bateleur Capital’s award-winning funds have developed lengthy track records of consistent real returns within conservative risk parameters, and include hedge funds, unit trusts and equity-only mandates.

Bateleur Capital prides itself on its consistent and meticulous investment approach, combining fundamental analysis with a top-down macro-overlay, and leveraging its hedge fund background to prioritize capital preservation in addition to consistent and competitive returns.

2004
  • Bateleur Capital Founded
2005
  • Launch of the Bateleur Long Short Hedge Fund
2008
  • Launch of the Bateleur Market Neutral Hedge Fund
2010
  • Launch of the Bateleur Flexible Unit Trust
2012
  • Launch of the Bateleur SA Equity Mandate
2018
  • Launch of the Bateleur Special Opportunities Hedge Fund
  • Launch of the Bateleur Global Fund
2023
  • Launch of the Bateleur SA Flexible Unit Trust
2024
  • 20th Anniversary

OUR PRODUCTS

Hedge Funds

Our Hedge Funds are designed to deliver consistent real returns at low levels of volatility. We employ a range of sophisticated strategies – including long/short, market neutral and special opportunities – to actively manage risk, protect on the downside and capture opportunities across different market cycles.

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Unit Trusts

Our range of equity-centric Unit Trusts offer investors a transparent and cost-effective way to access a diversified portfolio of hand-selected local and global assets. We continue to leverage our hedge fund mindset and expertise in managing our three strategies – including flexible, SA flexible and SA Equity.

VIEW UNIT TRUSTS