Fund Overview
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.
The Fund invests in publicly-traded stocks that provide exposure to the equity and debt of private equity-backed companies. The strategies span private equity buyouts, private debt and alternative asset managers.
The portfolio consists of 20-25 securities providing diversification across managers, geographies, deal stages and vintages.
Investment Team
Bob Liu
Portfolio Manager
Bob Liu
Portfolio Manager
Bob is a Portfolio Manager within the Private Equity team. Bob’s responsibilities include investment analysis, market research, stock selection and portfolio construction for the listed Private Equity Funds. Bob joined Barwon as an investment analyst in 2009 from IBM.
Education:
B.Laws and B.Comm. (UNSW) CFA
Lisa Swanton
Portfolio Manager
Lisa Swanton
Portfolio Manager
Lisa is a Portfolio Manager within the Private Equity team, where she focuses on listed private debt funds. Lisa’s responsibilities include investment analysis, market research and stock selection in the listed private equity and listed private debt strategies. She is also responsible for portfolio construction of the Barwon Global High Income Fund. Prior to joining Barwon in 2013, Lisa was a Senior Investment Analyst at a funds management firm in London focussed on student accommodation and residential real estate.
Lisa holds a Bachelor of Science (Economics and Finance) from University College Dublin and a Master of Science (Risk Management and Financial Engineering) from Imperial College Business School, London.
Education:
BSc Economics and Finance (University College Dublin) MSc Risk Management and Financial Engineering – Imperial College Business School, London.
James Brown
Portfolio Manager
James Brown
Portfolio Manager
James is a Portfolio Manager within the Private Equity team.
James’ responsibilities include investment analysis, market research, stock selection and portfolio construction for Barwon’s global listed private equity strategy.
James also constructs Australian feeder funds into top-tier offshore private capital strategies, enabling Barwon’s wholesale clients to access otherwise difficult to access institutional strategies.
In addition to his private equity responsibilities, James leads Barwon’s institutional business development activities.
Prior to joining Barwon in 2018, James was a portfolio manager at Walsh & Co Asset Management where he managed an ASX listed Asian equities multi-manager fund and an ASX listed global emerging markets equities multi-manager fund. Prior to joining Walsh & Co, James was a sell-side research analyst at Winterflood Securities, covering the listed investment companies sector in London. James covered investment companies across a wide variety of asset classes, with a particular focus on property, infrastructure and listed private equity.
Education:
B.Bus (UTS), CA
Sargunn Sahota
Investment Analyst
Sargunn Sahota
Investment Analyst
Sargunn is an Investment Analyst in the Private Equity team at Barwon and is responsible for investment analysis and market research of stocks under his coverage.
Prior to joining Barwon he worked as a consultant at Factset where he was responsible for managing accounts for different buy-side investors. He graduated from a Bachelors of Applied Finance and Bachelors of Economics with a HD GPA and was the recipient of the university medal from 2017-2020.
Education:
B. AppFin, B. Economics (Macquarie University).
Performance
| NAV Price | 1 Month | 3 Months | 1 Year | 3 Years p.a. | 5 Years p.a. | 10 Years p.a. | ITD p.a. | Fund Inception |
|---|---|---|---|---|---|---|---|---|
| $1.0705 | -6.7% | -6.7% | 1.1% | 5.3% | 17.2% | 9.3% | 7.2% | 1-Jun-07 |
The performance figures are net of taxes, fees and expenses and assuming distributions are reinvested. While reasonable care has been taken in the preparation of this content, Barwon Investment Partners Pty Limited ABN 19 116 012 009 AFSL 298445 makes no representation as to the accuracy or completeness of any statement in it, including without limitation, any forecasts. Past performance is not a reliable indicator of future performance.
How to Invest
Brett Scallan
Manager, Wholesale Distribution
Brett Scallan
Manager, Wholesale Distribution
Brett leads the wholesale distribution team at Barwon and works closely with wholesale wealth groups, family offices and HNW investors across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.
Brett has been in the financial services industry for over 18 years, gaining valuable experience through various roles in funds management, wealth management, venture capital and banking in Australia and the UK. Brett holds a Bachelor of Commerce (Finance) and a Cert IV in Financial Services.
To discuss the range of investment solutions available at Barwon, please call Brett on 0426 698 911 or email [email protected]
Education:
B. Comm (Finance), Cert IV (Financial Services)
Kate Hayward
Distribution Manager, Partner
Kate Hayward
Distribution Manager, Partner
Kate is a Partner of Barwon and an investment manager within the Private Equity team. Her responsibilities include listed private equity research, business development and client relations.
Prior to joining Barwon in 2009, Kate was the co-founder of a US online accommodation booking start-up and in 1995 established a New York based marketing/communications company whose clients included a number of Australian companies with US operations.
Prior to her work in the USA, Kate had seven years of experience as an equities analyst for Prudential Bache Securities (Melbourne and New York) and ANZ Investment Bank (Melbourne).
Education:
B. Comm. (Melb Uni)
Johnny Chen
Business Development Manager
Johnny Chen
Business Development Manager
Johnny works closely with wholesale wealth groups, asset consultants and family offices across Barwon’s suite of alternative investment solutions, namely Real Estate Credit, Healthcare Property and Private Equity.
Johnny has been in the financial services industry for over 9 years, gaining valuable experience through various roles in funds management in Australia. Johnny holds a Masters in Applied Finance (Investment Analysis) and a Bachelor of Economics (Economics & Management) and is RG146 accredited. Johnny is looking to commence the Chartered Alternative Investment Analyst (CAIA) accreditation in 2026.
To discuss the range of investment solutions available at Barwon, please call Johnny on 0468 744 328 or email [email protected]
Education:
B. Econ (Economics and Management), Masters in Applied Finance (Investment Analysis), Diploma of Financial Planning (RG146)
