A leading alternative fund manager
Barwon Investment Partners is a specialist fund manager investing in alternative assets across Healthcare Property, Real Estate Credit and Private Equity. Headquartered in Sydney, Australia, Barwon’s clients include institutional investors, wealth management groups, family offices and wholesale investors.
Founded in 2006 by Rob Morrison and Sam Armstrong, Barwon is led by its partners Rob Morrison, Sam Armstrong, Peter Conners, Tom Patrick and Jonathon Pullin, each with extensive experience in investment management and financial services.
Together the Barwon team comprises circa 50 experienced investment professionals and support staff managing approximately A$3.5 billion* in healthcare property, real estate credit and private equity strategies for its institutional and wholesale clients in Australia and overseas.
*includes committed but uncalled capital
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 provide investment opportunities to generate superior risk-adjusted returns through active portfolio and asset management.
Our investment style places a strong emphasis on research and analysis, active portfolio and asset management and the search for investments offering compelling fundamental value. We add value for our investors by using our deep sector expertise to secure attractive investment opportunities and we actively manage these investments towards a timely and rewarding exit.
Importantly, our investment style is focused on efficient execution. We recognise that great ideas and great strategy mean little without effective decision making, efficient transaction management and disciplined portfolio and risk management expertise.
our journey
2006
Barwon is founded by Sam Armstrong and Rob Morrison
2007
Barwon launches its first fund, the Barwon Global Listed Private Equity Fund
2012
International investor demand sees Barwon establish the Pareturn Barwon Listed Private Equity Fund (a Luxembourg-based UCITS fund)
2013
Barwon begins investing in real estate credit opportunities
2014
Barwon expands into global private debt assets and launches the Barwon Global High Income Fund
2016
Due to growing institutional demand for healthcare assets, Barwon launches the Barwon Institutional Healthcare Property Fund
2020
Barwon launches the Barwon First Mortgage Fund
2021
Barwon begins investing the Specialist Disability Accommodation Sector and launches the Barwon Disability Accommodation Fund
2022
Barwon launches the Private Capital Access Solutions strategy, offering investors access to leading global managers for bespoke direct PE co-investments
2023
As appetite for mezzanine debt grows, Barwon launches the Barwon Arrow Fund Series I
2024
Barwon launches Arrow Fund Series II
2025
Barwon’s Institutional Healthcare Property Fund successfully closes its fourth capital raise
Our People
Directors
Healthcare Property
Real Estate Credit
Private Equity
Operations
Business Development & Marketing
Independent Advisers
Our Culture
Investment Skills and Market Insights
Our specialised investment teams have deep expertise, industry knowledge and relationships that help drive the early identification of investment opportunities in our chosen strategies.
Research, Execution and Management
We embrace a culture of rigorous research, efficient investment execution and active asset management. This is our craft and we have a commitment to developing and refining it over the long term. Our business is not driven by FUM targets or transaction volumes, instead we grow at a pace aligned with our investment objectives, our capabilities and importantly, the interests of our investors.
Pride in our People
We have pride in our culture. We seek to employ good people and engage with them by promoting a business environment based on collaboration, appreciation and respect. Our people are at the core of what we do, from high quality portfolio and asset management to rigorous investment analysis, to efficient and friendly fund operations to business development focused on building trusted and long-term relationships with our clients.
