The Fund provides investors with access to a global listed Private Equity (PE) portfolio targeting companies that are backed by PE sponsors, Alternative Asset Managers and listed funds (including debt and equity) managed by PE firms.
In maintaining the “Recommended” rating, Zenith said that “Barwon’s ability to identify mispriced opportunities across a heterogeneous universe is a key competitive advantage. In particular, the ability to model the intrinsic value of underlying portfolio assets/companies relative to the listed trading price, whilst also understanding the PE value creation cycle (i.e., vintage management, collection of performance fees), allows Barwon to rotate capital across different parts of the PE sector (i.e., PE sponsors, standalone companies and listed funds).”
The Barwon Global Listed Private Equity Fund AF offers a portfolio of around 20-25 stocks which are selected though an active bottom-up research process, seeking the best opportunities from the investment universe while providing diversification across geographies, deal stages and vintages.
The Fund offers daily liquidity and is available for investment on the following platforms.
For further information, visit www.barwon.net.au
About Barwon Investment Partners
Barwon Investment Partners is an Australian fund manager with a 15+ year track record of generating strong investment returns for institutional and wholesale clients. Barwon is independently owned with an experienced team of over 40 investment professionals focused on healthcare property, property finance and global investments.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned February 2021) 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 https://www.zenithpartners.com.au/our-solutions/investment-research/process-methodology/