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, property finance 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

Rob Morrison

Co-Head of Property, Founding Partner

Sam Armstrong

Sam Armstrong

Head of Private Equity, Founding Partner

Peter Conners

Peter Conners

Co-Head of Property, Partner

Tom Patrick

Tom Patrick

Head of Healthcare Property, Partner

Jonathon Pullin

Jonathon Pullin

Head of Property Finance, Partner

Kate Hayward

Kate Hayward

Partner

Evan Wardrope

Evan Wardrope

Head of Finance

Kym Weidner

Kym Weidner

Head of Fund Operations

Sally Preston

Sally Preston

Registry Manager

Leanne Agnew

Leanne Agnew

Fund Administrator

Josh Lindner

Josh Lindner

Financial Controller

Tina Mesina

Tina Mesina

April Umali

April Umali

Fund Accountant

Clara Barron

Clara Barron

Accounts Payable/Receivable Officer

Karah VanDooren

Karah VanDooren

Accounts Payable/Receivable Officer

Mekala Shanker

Mekala Shanker

Marketing & Communications Manager

Brett Scallan

Brett Scallan

Business Development Manager

Johnny Chen

Johnny Chen

Business Development Manager

Matthew Panton

Matthew Panton

Business Development Manager

James Brown

James Brown

Portfolio Manager

Bob Liu

Bob Liu

Portfolio Manager

Lisa Swanton

Lisa Swanton

Portfolio Manager

Sargunn Sahota

Sargunn Sahota

Investment Analyst

Levina Pham

Levina Pham

Investment Analyst

Srimathi Iyengar

Srimathi Iyengar

Portfolio Manager

Sophie Bannerman

Sophie Bannerman

Portfolio Manager

Joss Engebretsen

Joss Engebretsen

Portfolio Manager

Shirley Song

Shirley Song

Investment Manager

Josh Bennett

Josh Bennett

Investment Manager

James Dainton

James Dainton

Investment Analyst

Zac Paulic

Zac Paulic

Senior Asset Manager

Zachary Wu

Zachary Wu

Investment Manager

Brendan See

Brendan See

Portfolio Manager – Transactions

James McDuie

James McDuie

Asset Manager

Stephen Nguyen

Stephen Nguyen

Asset Manager

Chris Tedder

Chris Tedder

Asset Manager

Jarrad Clarke

Jarrad Clarke

Assistant Asset Manager

Patrick Nesbitt

Patrick Nesbitt

Asset Manager

Jasmine Fang

Jasmine Fang

Assistant Asset Manager

Dylan Sheldon

Dylan Sheldon

Assistant Asset Manager

Edward Henley

Edward Henley

Assistant Asset Manager

Edward Pomering

Edward Pomering

Assistant Asset Manager

Erica Nogueira

Erica Nogueira

Administration Assistant

Andrew Cowie

Andrew Cowie

Investment Manager

Taylah Hasell

Taylah Hasell

Investment Analyst

Tony Tran

Tony Tran

Investment Analyst

Angus Dwyer

Angus Dwyer

Investment Analyst

Lenara Mukaieva

Lenara Mukaieva

Compliance, Risk & Sustainability Manager

Rick Harper

Rick Harper

Advisory Committee

Ray King

Ray King

Advisory Committee

Roger Cambpell

Roger Cambpell

Advisory Committee

Tim Oldham

Tim Oldham

Independent Member of Risk & Compliance Committee and Property Valuation Committee

Our Journey

Barwon is founded by Sam Armstrong and Rob Morrison
Barwon launches its first Fund, the Barwon Global Listed Private Equity Fund
International investor demand sees Barwon establish the Pareturn Barwon Listed Private Equity Fund (a Luxembourg-based UCITS fund)
Barwon begins investing in Property Finance opportunities
Barwon expands into global private debt assets and launches the Barwon Global High Income Fund
Barwon launches the Barwon Healthcare Property Fund
Due to the growing instutitional demand for Healthcare assets, Barwon launches the Barwon Institutional Healthcare Property Fund
Barwon launches the Barwon First Mortgage Fund
Barwon begins investing in the Specialist Disability Accommodation sector and launches the Barwon Disability Accommodation Fund
Barwon launches the Capital Access Solutions strategy offering investors acess to leading global managers for bespoke direct PE co-investment deals
As appetite for quality mezzanine debt products grows, Barwon launches the Barwon Arrow Fund

Our Journey

  • 2006
  • 2007
  • 2012
  • 2013
  • 2014
  • 2014
  • 2016
  • 2020
  • 2021
  • 2022
  • 2023
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 Property Finance opportunities

2014

Barwon expands into global private debt assets and launches the Barwon Global High Income Fund

2014

Barwon launches the Barwon Healthcare Property Fund

2016

Due to the growing instutitional demand for Healthcare assets, Barwon launches the Barwon Institutional Healthcare Property Fund

2020

Barwon launches the Barwon First Mortgage Fund

2021

Barwon begins investing in the Specialist Disability Accommodation sector and launches the Barwon Disability Accommodation Fund

2022

Barwon launches the Capital Access Solutions strategy offering investors acess to leading global managers for bespoke direct PE co-investment deals

2023

As appetite for quality mezzanine debt products grows, Barwon launches the Barwon Arrow Fund

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.

Our Culture

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.