Derek T. Batts has over 36 years of investment management experience and has been a portfolio manager for 35 years. He began managing portfolios at the firm he founded, Union Heritage Capital Management, prior to the firm being acquired by Morgan Stanley as the Union Heritage Group. And for the following 9 years Derek managed his institutional equity team on the Morgan Stanley platform. In 2021, Derek spun out of Morgan Stanley and took the company private, adding a venture capital line of business.
His strategy over this 35 year period has consistently focused on creating value in the Small to Large Cap, Core Equity space. As Union Heritage’s Chief Investment Officer, Derek applies a disciplined, risk adjusted, high conviction/low volatility approach, which has resulted in the consistent generation of alpha, outperforming the broad equity benchmarks on an annualized basis since inception.
Derek has served as the Vice President of the Detroit Chapter of the National Association of Securities Professionals, and is currently a trustee of the Detroit Country Day School. He continues to be involved in his community by volunteering and serving on several non-profit boards. Derek earned his bachelor’s degree in finance from Wayne State University and his law degree from Michigan State University College of Law.
Over his career, Derek obtained FINRA Series 7, 24, 27, 52, 53, and 65 investment licenses.
Managing Partner & CIO
Derek T. Batts
Derek T. Batts is a seasoned financial executive with over three decades of investment management experience, known for his founding and leadership of Union Heritage.
His disciplined approach outperformed equity benchmarks, while his community involvement and comprehensive set of FINRA licenses underscores his dedication to excellence in the field.
Sectors of Interest
Healthcare
Future of Transportation
Climate Tech
Advanced Manufacturing