Barwon Investment Partners Tag

Article of Interest: How the chase for yield is benefitting alternative asset managers in a BIG way

In a recent article, the Barwon Global Listed Private Equity team have discussed what has triggered the growth in alternative asset managers (AAMs) and why they are partnering with insurance companies.

With interest rates at historical lows and looking to stay that way for the foreseeable future, we are seeing many investors looking at AAMs as a source for higher income.

AAMs have had a strong performance this calendar year to date and whilst valuation multiples have clearly expanded, we believe the share price appreciation is supported by robust fundamentals, solid investment performance through the pandemic, and perhaps more importantly – an expanding total addressable market (TAM). One of the biggest areas of growth for a number of the large established AAMs has been partnerships with insurance companies. And specifically, in the area of annuities.

To read further on this, please click here.

 

For more information on the Barwon Global Listed Private Equity Fund AF, please click here.

Article of Interest: Staying Private for Longer

The Barwon Global Listed Private Equity team have shared their thoughts on the growing trend amongst companies to stay private for longer.

Traditionally, a company would appear to have “made it” when the founders were able to ring the bell when listing in the public market via an initial public offering (IPO). Fast forward to today and we are seeing a huge change in the investment landscape with companies staying private for much longer and delaying their IPO.

To read their insights to know why this trend has arisen and how it has benefited companies and early stage investors, please click here.

 

For more information on the Barwon Global Listed Private Equity Fund AF, please click here.

PAN-Tribal Asset Management signs distribution agreement

PAN-Tribal Asset Management and Barwon Investment Partners are pleased to announce they have signed an exclusive distribution agreement for the Australian marketplace.

Founded in 2006, Barwon Investment Partners focuses on providing innovative investment solutions in the private equity and property asset classes for institutional and wholesale clients. Read more about Barwon Investment Partners.

In the first instance, PAN-Tribal Asset Management will distribute the Barwon Global Listed Private Equity Fund, which has a 12-year track record and has delivered investors 14%* per annum for the past 10 years (at 31 December 2019, net of fees).

The fund invests in a portfolio of listed private equity funds (including buyouts, growth capital, and venture capital) together with listed alternative asset managers. The fund also invests in private equity-backed listed companies.

It typically invests in a portfolio of 15 to 20 securities at any one time, seeking the best opportunities from the investment universe while providing diversification across geographies, deal stages and vintages. Click here to read more about the Barwon Global Listed Private Equity Fund.

“PAN-Tribal Asset Management aims to create wealth for investors by sourcing the best financial products from the best investment managers worldwide,” said PAN-Tribal Asset Management CEO Colin Woods.

“At a time when traditional asset classes are challenged, I believe the Barwon Global Listed Private Equity Fund will fill an important gap for Australian investors.”

* Past performance is not an indication of future performance.

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

I have read the important information above and confirm that I am a Sophisticated Investor / Wholesale Client (as defined under the Corporations Act) and/or Investment Professional and that I wish to proceed.