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New Managers April 2017

PROFILES: Bateson Asset Management, Q Capital, Carden Capital

Ex-Man manager combines sustainable investing with AI/ML

Dr. Richard Bateson, quant fund manager and physicist, has recently registered his new fund management company with the UK's FCA. London-based Bateson Asset Management Limited (BAM), where he serves as managing director and chief investment officer, is for now running a managed account called the Lexicon program.

"The first program has been tested with my money prior to launch," he told Opalesque. "It is a financial futures 'commodity free' CTA doing intraday trading with quite a high Sharpe Ratio... Intraday trading machine learning is something I have been working on for many years going back to Man Group." Lexicon was launched in January and is up 1.7% YTD.

He is planning on launching another product next month (April), an ESG long/short equity program called Generation. Environmental, social and governance (ESG) refers to the three central factors in measuring the sustainability and ethical impact of an investment in a company or business.

Bateson held off launching Generation in January because the technology is still being completed. It was originally going to be an ESG portfolio hedged with futures, he explained, but when he found that people wanted a long/short equity product that can perform in both bull and bear markets, he went that way instead.

He is also planning on launching a Cayman fund in the next few months.

Sweet spot

Bateson has been interested in ESG investing for a long time, and has privately invested in some Eco-companies. When he left Man Group after 10 years in 2013, he wrote some CTA software called LQI (London Quantitative Investments, of which he is a shareholder) for Altera Partners. The software is used to trade like a large CTA; it is a diversified multi......................

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This article was published in Opalesque's New Managers a top-down monthly analysis, news and research publication on the global emerging manager space.
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