Trustnet news & research – The investment trust sector poised for mid-teen returns if discounts narrow

July 2, 2024 / Global Investments

Emma Wallis, News editor, Trustnet

Private equity investment trusts could deliver returns in the mid-to-high teens if their discounts of around 30% to normalise, Barwon Investment Partners asserts.

Private equity investment trusts are trading on wide discounts and should benefit once interest rates come down – potentially giving investors strong returns should they be willing to bite the bullet and invest now, according to experts.

Bob Liu, portfolio Manager of the Barwon Global Listed Private Equity Fund, said UK-listed private equity investment trusts offer the “most compelling risk/reward across the global listed private equity universe”.

To access the full article with thoughts from Victoria Clapham, an investment manager at Manorbridge Investment Management, and Ben Conway, Chief Investment Officer at Hawksmoor Investment Management, visit the Trustnet website here.

 

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 form the investment universe while providing diversification across geographies, deal stages, and vintages.

Media Enquiries

Mekala Shanker

Marketing & Communications Manager

Barwon Investment Partners

mekala.shanker@barwon.net.au

0402 897 339

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