Matthieu Favas
Market insiders warn of a bubble as the majors rush to build businesses capable of integrating data across the supply chain.
We caught up with chief executive Kevin Schwartz on performance, platforms and LP thinking as the US firm endeavors to deploy the second half of its $893m fourth fund.
While farmer subsidies have decreased across OECD countries, South American governments have gone from taxing their agricultural sector to providing net levels of support. But the picture varies widely across the region.
Co-Alliance, which seeks to integrate indoor farming into traditional agriculture, had already bought two warehouses from the equipment maker last month.
The duration factor is often left out of the discussion about risk and returns. Yet institutional investors’ taste for long-term assets explains why LPs exposed to infrastructure are now eying agriculture.
The boom in yields seen over the last 50 years in East Asia, fostered by policy reforms and technological advances, has largely eluded sub-Saharan countries.
Governments are keen to attract private investors after public expenses on agriculture nearly halve, despite a 250% increase in international development assistance.
The Midwest-focused manager, whose $35m pooled fund is fully invested, notes a rise in interest across agri from investment consultants and their clients.
Information is becoming a prized commodity as farmers seek to attract institutional capital hungry for better reporting.
As public pensions are increasingly required to report on private fund fees, there is 'a risk that the resulting data will not be comparable.’