Head of Private Equity, Founding PartnerRead More
The Barwon Global Listed Private Equity Fund (Fund) was established in 2007 and provides 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.
The underlying fund holds a high-conviction portfolio of ~ 25 stocks selected from a universe of over 750 listed securities.
The portfolio offers liquid exposure to private equity returns through a global portfolio diversified by PE manager, sector, strategy and vintage.
Listed Private Equity provides investors with Private Equity exposure and returns, but with public market liquidity. It is an inefficient market, so alpha can be generated through active management.
The team’s approach is based on bottom-up research of individual LPEs and is aimed at identifying value not recognised by the market.
As at 30 April 2023
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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.