Barwon Investment Partners (Barwon) is pleased to announce that the Barwon Global Listed Private Equity Fund AF (Fund) has received a “Recommended” rating from Zenith Investment Partners.

The Fund aims to provide investors with a high performing portfolio of private equity investments in a fee efficient manner, while offering daily liquidity.

In its research report, Zenith noted the Fund’s competitive advantage was due to Barwon’s ability to capture a ‘private market premium’ across a mix of standalone companies and listed funds, supported by its detailed fundamental process.

The Fund’s listed private equity (LPE) team is led by Sam Armstrong, Head of Private Equity, an industry veteran who has been investing in alternative investments for over 30 years. The Zenith report highlighted the quality of the Fund’s five-member team in particular noting Sam Armstrong as a high-quality private equity specialist. Zenith held Lead Portfolio Manager Bob Liu in high regard, owing to his bottom-up research capabilities. Zenith also believes the broader team has the necessary skills and experience to support the management of the strategy.

Zenith supports Barwon’s approach to portfolio construction and its ability to invest across a wide spectrum of securities. They believe Barwon’s ability to identify mispricing opportunities across listed funds is an advantage that helps contribute to smooth risk-adjusted returns over the medium term.

Sam Armstrong says, “At a time when alternative asset classes are playing an increasingly important role in diversified portfolios, the Barwon Global Listed Private Equity Fund AF will fill a critical gap for Australian investors who are wanting access to Private Equity like returns, but require the optionality of daily liquidity in their portfolios.”

“Barwon has been investing in global listed private equity since 2007 returning to investors 12.5% per annum* for the past ten years. The Fund is available on a growing number of platforms, including BT Wrap, BT Panorama, HUB24, Macquarie Wrap and Netwealth.”

 

* Return of the underlying fund Barwon Global Listed Private Equity Fund at 31 December 2020, net of fees.

 

For further information, visit www.barwon.net.au or contact:

 

James Brown
Portfolio Manager
0413 883 464
james.brown@barwon.net.au
Colin Woods
Chief Executive Officer
0410 499 457
colinwoods@pantribal.com.au

 

 

About Barwon Investment Partners
Barwon Investment Partners is a Sydney-based fund manager with a 14-year track record of generating strong investment returns for institutional and wholesale clients.
With expertise in healthcare real estate, property finance and global investments, Barwon manages over $1.6 billion on behalf of its clients.

 

Disclaimer
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned December 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines