About Us
Barwon was founded in 2006 to generate attractive returns for our investors in alternative assets. Today Barwon’s investment strategies are focused on Healthcare Property, Property Finance and Global Investments
About Us
Barwon was founded in 2006 to generate attractive returns for our investors in alternative assets. Today Barwon’s investment strategies are focused on Healthcare Property, Property Finance and Global Investments
Barwon Investment Partners was founded by Rob Morrison and Sam Armstrong in 2006. The Barwon name links to the Barwon region in southern Victoria, an area where the founders lived in their early years. The Barwon river is a vital river and estuary system flowing through the Victorian city of Geelong to the sea and Barwon Heads.
Barwon has six partners, Rob Morrison, Sam Armstrong, Peter Conners, Tom Patrick, Kate Hayward, and Jonathon Pullin, each with extensive experience in investment management and financial services.
Together the Barwon team comprises more than 50 highly qualified and experienced investment professionals and manages more than
A$3 billion* in healthcare property, real estate credit and global investment strategies for its institutional and wholesale clients in Australia and overseas.
*includes committed but uncalled capital
Today Barwon manages over A$3 billion on behalf of its clients.
Our People
Rob Morrison
Co-Head of Property, Founding Partner
Sam Armstrong
Head of Global Investments
Peter Conners
Co-Head of Property, Partner
Tom Patrick
Head of Healthcare Property, Partner
Jonathon Pullin
Head of Real Estate Credit, Partner
Kate Hayward
Partner
Evan Wardrope
Head of Finance
Kym Weidner
Head of Fund Operations
Sally Preston
Registry Manager
Leanne Agnew
Fund Administrator
Belinda Jordan
Fund Administrator
Josh Lindner
Financial Controller
April Umali
Finance Manager
Clara Barron
Accounts Payable/Receivable Officer
Karah VanDooren
Accounts Payable/Receivable Officer
Brett Scallan
Manager, Wholesale Distribution
Mekala Shanker
Marketing & Communications Manager
Johnny Chen
Business Development Manager
James Brown
Portfolio Manager
Bob Liu
Portfolio Manager
Lisa Swanton
Portfolio Manager
Sargunn Sahota
Investment Analyst
Srimathi Iyengar
Portfolio Manager
Sophie Bannerman
Portfolio Manager
Joss Engebretsen
Portfolio Manager
Shirley Song
Investment Manager
Josh Bennett
Investment Manager
James Dainton
Investment Analyst
Zac Paulic
Senior Asset Manager
Zachary Wu
Investment Manager
James McDuie
Asset Manager
Stephen Nguyen
Asset Manager
Chris Tedder
Asset Manager
Patrick Nesbitt
Asset Manager
Jasmine Fang
Assistant Asset Manager
Amy Hong
Assistant Asset Manager
Dylan Sheldon
Assistant Asset Manager
Edward Henley
Assistant Asset Manager
Edward Pomering
Assistant Asset Manager
Erica Nogueira
Office Manager
Andrew Cowie
Investment Manager
Taylah Hasell
Investment Analyst
Tony Tran
Investment Analyst
Angus Dwyer
Investment Analyst
Lenara Mukaieva
Compliance, Risk & Sustainability Manager
Rick Harper
Advisory Committee
Ray King
Advisory Committee
Roger Cambpell
Advisory Committee
Tim Oldham
Independent Member of Risk & Compliance Committee and Property Valuation Committee
Our Journey
Our Journey
- 2006
- 2007
- 2012
- 2013
- 2014
- 2014
- 2016
- 2020
- 2021
- 2022
- 2023
Our Investment Philosophy
Our Investment philosophy centres on our belief that alternative investment markets are less efficient than traditional asset classes.
Being less efficient, these markets can provide investment opportunities that can generate superior risk-adjusted returns.
Our investment style places a strong emphasis on research and analysis, active management and fundamental value. We apply this expertise to add value through selective identification of attractive investment opportunities, independent of index or benchmark approaches.
Importantly, our style is also focused on implementation, as we recognise that great ideas and great strategy mean little without effective decision making, transaction execution and portfolio management expertise.
A strong alignment of interests
Barwon’s private ownership sees the partners committing their own capital alongside investors.
Investment culture
Barwon embraces a culture of rigorous research, efficient investment execution and active asset management, with each step guided by disciplined risk management.
Specialisation
Barwon specialist investment teams have deep expertise, industry insights and relationships that help drive the early identification of investment opportunities.
A focus on governance
Barwon has a strong governance culture, a rigorous risk and compliance framework with an exemplary fiduciary track record.
Quality of people
Barwon’s investment teams operate with a flat management structure, providing the capacity for rapid opportunity assessment and transaction execution.