About Us
Barwon Investment Partners Pty Ltd (Barwon) is a fund manager with a 15-year track record of generating strong investment returns for institutional and wholesale clients.
Today Barwon manages over A$2.9 billion on behalf of its clients.
Headquartered in Sydney, Australia, Barwon was founded in 2006. The name was chosen after the Barwon River, an important river and estuary system flowing through the Victorian city of Geelong, where the founding partners grew up.
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 of over 40 staff has built a team of highly experienced investment managers and a platform to invest globally.
Our Investments
HEALTHCARE PROPERTY
Barwon Healthcare Property Fund
Invests in primary & secondary healthcare properties Australia-wide
Open-ended fund for wholesale investors
Barwon Institutional Healthcare Property Fund
Invests in secondary & tertiary healthcare properties Australia-wide
Open-ended fund for large wholesale investors/super funds
Barwon Disability Accommodation Fund
Invests in specialist disability accommodation Australia-wide
Open-ended fund for wholesale investors
PROPERTY FINANCE
Single Investment Property Finance Funds
Ongoing offerings of private debt single asset investments
Multiple Investment Property Finance Funds
Invests in a pool of select property finance loans
GLOBAL INVESTMENTS
Global Listed Private Equity Funds
Providing investors exposure to private equity returns whilst offering daily liquidity
Institutional Mandates
High conviction stand-alone mandates investing in listed private equity securities and direct PE co-investments
Co-investments
Accessing top global managers for bespoke direct PE co-investment deals
Barwon Global High Income Fund
Invests in listed funds which make hold-to-maturity loans
Monthly liquidity
Our Clients
Our clients include institutional and wholesale investors located in Australia and internationally.
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 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.