Revisiting Listed Private Equity Amid Market Volatility
In a period marked by heightened global trade tensions and rising capital costs, many investors are reassessing their strategies in search of stability and value. In this FT Adviser article, Barwon Investment Partners’ Portfolio Manager Bob Liu explores why listed private equity is uniquely positioned to offer both. With listed vehicles trading at historically wide discounts to net asset value — often exceeding 35% — the current environment presents an opportunity to access high-quality private market exposure with transparency, liquidity and valuation upside.
Bob argues that while short-term sentiment has depressed listed private equity pricing, the fundamentals of these portfolios remain strong. He outlines Barwon’s approach to navigating this space, including a focus on low leverage, recurring revenues and resilient business models in sectors such as healthcare, technology and infrastructure.
Periods of dislocation, he writes, can offer some of the most compelling entry points for long-term investors.
Read the full article on FT Adviser: ‘Now is the right time to revisit listed private equity’ – FTAdviser.
The Barwon Global Listed Private Equity Fund was established in 2007 and provides wholesale investors with a high conviction, global portfolio of private equity investments while offering daily liquidity in a fee efficient manner.
The Fund invests in publicly – traded stocks that offer exposure to the equity and debt of private equity-backed companies. The strategies span private equity buyouts, private debt, growth equity, and venture capital.
The portfolio typically consists of 20 to 25 securities at any one time, seeking the best opportunities from the investment universe while providing diversification across geographies, deal stages, and vintages.
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