Our managed accounts were established on the premise of performance-driven absolute return investing and seek stable long term capital growth.

Bateman Financial Ltd has been offering clients managed accounts since 2007 and has seen excellent returns since inception.

Using a combination of macro and relative value strategies, the underlying philosophy is to construct contingent strategies whose outcome will be crystallized by an expected event occurring within a predetermined period of time. 

Macro-economic data are evaluated to identify likely future economic scenarios. Asset classes are then analyzed on the basis of this macro framework to identify attractive investment opportunities. However, the fund is not a simple sum of single bets but it is molded into a general view of the global economy. Once single bets in different asset classes are identified, the correlation between them is measured and hedge positions are put in place to protect capital. Finally risk management is rigorously enforced. 

Exposure limits are enforced and positions are liquidated if new information indicates the market has changed. The portfolio has the flexibility to allow us to navigate any market condition and steer the portfolio into profits. During the market lows of March 2009 we positioned the account conservatively and protected investors capital throughout the global downturn. With major economic trends still to develop - post the economic downturn - we see many economic dislocations coming from unsynchronized global economies and opportunities capturing early trend developments in the global markets.

The Natural Resources account was established in June 2009. The primary objective of the natural resource fund is to identify investments with potential for high returns in the natural resource sector.

Our investment approach is top down. Based on broad economic trends and future projections we choose industries which will benefit the most from these projected scenarios. We then use our links to the natural resource world and deal flow information to pick commodities and stock of natural resources firms to build the portfolio.

Our experience in the natural resources industry and a history of assisting natural resource companies gain access to international capital markets enables us to identify new financing opportunities that generate significant returns.

We have a constant focus on risk management. We only invest in companies where the management team is well known to us. We limit the size of individual transactions based on our overall investment capital with a view to managing our total portfolio risk, liquidity and levels of diversification. Profit realization options are indentified prior to the investment being made. As a result, the natural resources account has provided our investors with outstanding returns.

The low duration bond managed account allows for a more conservative investment approach whilst still offering returns to protect wealth. It invest in G7 government and corporate debt of up to 3 years maturity in an effort to maximize total return while minimizing volatility and preserving capital. It is actively managed and invests primarily in creditworthy government & corporate issuers having a debt rating of BBB or greater by at least one of the internationally recognized credit agencies.

 The account is managed according to macro-economic conditions, economic trends, interest rate cycles and currency developments. Further, the credit risk profile of the portfolio shall be carefully controlled to minimize default exposure.

We utilize a disciplined approach in the credit selection process. All our investment decisions start with a view on the major financial trends we expect to influence the economy and financial markets over the investment period. We blend this top-down approach with traditional bottom-up credit research - balance sheet and cash flow analysis. This blended approach gives us the ability to analyze the credit risk under our base-line forecast for the broader economy alongside a wide range of economic scenarios. This allows us to indentify credits with the greatest potential to produce steady income with the lowest degree of risk.

 The account is positioned towards the lower end of the credit risk spectrum and hence the risk of instrument defaults is relatively low. The account maintains low duration and as such, interest rate exposure is be minimized. We adjust the duration of the portfolio in line with interest rate trends. Overall risk is maintained similar to the benchmark.