Thematic Investments: Global Farming
A massively undercapitalized sector when compared to its growing economic importance


Investment Rationale - Global Farming

Despite global farm production representing nearly 25% of the total agriculture sector's added value, the market capitalization of “farming” is still less than 3% of the total. This massive under-capitalization relative to its economic importance represents a unique opportunity for investors, as farming companies grow and revalue in the coming years.
  • Population growth, demographic trends and wealth creation
  • Vertical integration and value capture
  • Improvements in farm techniques and equipment
  • Agricultural land price growth and inefficiencies in a neglected sector
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