Simon Batten Portfolio
Invests via Prevatt Capital Ltd | Managed by Simon Batten
Invests via Prevatt Capital Ltd
Managed by Simon Batten
Automatically Tracked
Simon Batten Profile
Senior investment executive focused on private equity and mid-market buyouts, with operational experience across industrials and services. Simon Batten leads sourcing, portfolio value creation and exits, leveraging prior operating roles and advisory work. Known for driving operational improvements, governance, and disciplined capital allocation across leverage cycles.
Senior investment executive focused on private equity and mid-market buyouts, with operational experience across industrials and services. Simon Batten leads sourcing, portfolio value creation and exits, leveraging prior operating roles and advisory work. Known for driving operational improvements, governance, and disciplined capital allocation across leverage cycles.
Investment Philosophy & Strategy
Focuses on mid‑market private equity and buyouts, prioritizing control or influential minority positions in industrials and services. Seeks investments where operational improvements, governance upgrades and disciplined capital allocation can drive margin expansion and cash‑flow conversion. Employs hands‑on value creation playbooks—cost optimization, commercial expansion and bolt‑on M&A—within a 3–7 year exit‑minded horizon. Emphasizes conservative leverage sizing, active board oversight and milestone‑linked incentives to de‑risk execution and maximize exit multiples.
Focuses on mid‑market private equity and buyouts, prioritizing control or influential minority positions in industrials and services. Seeks investments where operational improvements, governance upgrades and disciplined capital allocation can drive margin expansion and cash‑flow conversion. Employs hands‑on value creation playbooks—cost optimization, commercial expansion and bolt‑on M&A—within a 3–7 year exit‑minded horizon. Emphasizes conservative leverage sizing, active board oversight and milestone‑linked incentives to de‑risk execution and maximize exit multiples.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.31%
Gain
Monthly
-0.01%
Yearly
-0.12%
Drawdown
25.41%
$429.58M
Equity
Holdings
$429.58M
Investment
$330.36M
$97.08M
Profit +$3.74M
Realized
-$2.14M
Unrealized
$99.22M
Dividends
$14.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$3.74M
Win %
70%
This Week
Compared To Last Week
Gain
2.74%
Profit
$11.47M
Win %
70%
This Month
Compared to last month
Gain
1.81%
Profit
$7.64M
Win %
70%
This Year
Compared to last year
Gain
15.77%
Profit
$58.52M
Win %
71%
Events
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Dividends
Dividend Analysis
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| Trades 61 | Longs Won 36/61 59% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.3M |
| Average Win $3.67M | Best Trade (Jul 10) $33.31M | Sharpe Ratio -10.92 |
| Average Loss -$1.4M | Worst Trade (Jun 29) -$10.77M | Z-Score 1.87 (93.81%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $1.59M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 308 | 277 | 246 | 215 | 185 | 154 | 123 | 92 | 62 | 31 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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