article of interest Tag

Article of Interest: Private Equity and the Allocation Gap

Private equity investments are simply investments in private companies. There is a broad spectrum of private equity investment structures but typically it involves the PE manager (also known as a General Partner or sponsor) acquiring a controlling stake in a business.

The asset class has grown tremendously over the past 10 years as investors are increasingly attracted to its long-term nature and historic outperformance against public equity market benchmarks.

The Barwon Global Listed Private Equity team have shared their thoughts on this topic which you can read further by clicking here.

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

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.