Barwon began investing in Listed Private Equity (LPE) in 2006 and is recognised as a leading global manager in the sector. We invest into private equity companies and vehicles that are listed on global stock exchanges to provide our clients with private equity-style returns and daily liquidity.
Sam Armstrong, heads the Listed Private Equity team with responsibility for the overall management of Barwon private equity funds and transactions. Bob Liu is portfolio manager with responsibility for overseeing the research, analysis, stock selection and portfolio construction of the Barwon Private Equity Funds.
We established the Barwon Global Listed Private Equity Fund in 2007, which offers wholesale investors exposure to the Private Equity sector with the advantage of daily liquidity. Investors include large superannuation funds, pension funds, multi-managers, family offices and wholesale investors.
In response to investor interest from the UK, Europe and Asia, in 2012 we launched a Luxembourg based UCITS fund, the Pareturn Barwon Listed Private Equity Fund, which employs the same strategy and offers unhedged GBP, EUR and USD share classes.