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Time for timberland managers to log out?

As the asset class grows ever more defensive, large investors seek to safeguard returns by squeezing out costs. But GPs still have good cards to play.

ATP branches out to drive performance

The $122bn Danish pension’s ‘infrastructure’ portfolio has more than doubled returns year-on-year. Here we zoom in on the timberland holdings that have helped push this growth.

Hassad Food sells Telopea Downs to Aussie family group

The Qatari-backed operator has offloaded the aggregation as it continues to break up its 104,000-hectare portfolio.

PSP joint venture buys Australian farms from Webster in $133m deal

The Canadian pension also becomes Webster’s largest shareholder as part of the transaction, acquiring a 19.15% stake in the company.

CalPERS’ water, climate and tech research to guide future ag investment

The $356bn California pension's director for sustainable investments discusses how its efforts to centralize ESG factors could shape its agriculture strategy.

Exclusive: CalSTRS looks to bolster ag portfolio with fresh commitments

The $224bn pension is considering capital injections into a fund and a separate account, as it seeks high single-digit returns from its nascent agriculture program, says director Paul Shantic.

Idaho approves plan to reinvest $180m in ag and timber

The Department of Lands has already hired an advisor for its in-state timber acquisitions and is planning to add another for farmland, acting director David Groeschl tells Agri Investor.

WATCH: Why First State Super bets on weather

The A$84bn pension fund sees water as the ultimate diversifier but is now willing to take more risk through a private equity-like strategy, says associate portfolio manager Brent Snow.

CalPERS’ forestry portfolio gathers pace but remains in the slow lane

The $351bn pension fund’s results in real assets at large exceeded the benchmark by 1.19 percentage points, driven by infrastructure.

NZ Super Fund interim boss steps up to permanent CEO

Matt Whineray, who has been with the vehicle since 2008, will take the helm of the $26.3bn fund on July 1.

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