Bo Masole and Zee de Gersigny, co-founders of Victus Global Capital, talk to Agri Investor about their vision behind the impact investment firm and the $50m agri fund they’re raising.
Archive | Commentary
Industry Super: ‘We are doing agri so poorly’
Industry Super Australia’s chief economist Stephen Anthony speaks to Agri Investor about its latest discussion paper, ‘Driving Super Fund Investment in Agriculture’.
Paraguay’s grass-fed cattle market a strong growth opportunity
With the Brazilian cattle market hit by scandal, investors should look to its South American neighbor Paraguay for a resilient growth story, says Roberto Vitón, managing director at Valoral Advisors.
TPG: Agri can help raise people out of poverty
The Rise Fund’s Joy Basu talks about the sourcing relationship between the fund and the wider TPG platform and where agriculture fits within the fund’s broader impact focus.
Christian Super: making an impact
The superannuation fund has spun out its impact investment arm to become Brightlight Impact, keeping an 80% equity stake. Former senior portfolio analyst Simba Marekera, head of research at the new entity, talks to Agri Investor.
Protein categories gaining over cereals
Former MetLife director of research Hugues Rinfret lays out the case for a protein-food centered investment strategy.
Timberland appraisal timing
Kevin Bates of Olympic Resource Management describes the shortcomings of the current practice of conducting timberland appraisals at the end of the fourth quarter each year.
Paine Schwartz: ‘You can’t dabble in ag investing’
Paine Schwartz Partners managing director Adam Fless outlines how private equity’s traditional 100-day plan is adjusted for agriculture investments.
NZ Super: We’re looking ‘to build scale rather than buy scale’
Neil Woods, portfolio manager for timber & agri at NZ Super – a significant investor in New Zealand’s agricultural sector – talks about the fund’s plans to diversify by investing outside New Zealand and beyond dairy.
Moringa fund: Impact is more an obligation than an option
Moringa investment director Guillaume Maillard describes the links between agroforestry and impact, the evolving approach to impact investing among European family offices and what staffing an impact focus can entail.