Real Assets

Founder Craig Wichner says global tariffs have led to some international investors making a 'tactical decision that affected $100m-$150m of investment capital into us.'

Angela Davis remains chief executive of the Portland-headquartered firm, which was acquired by JPMorgan Asset Management five years ago.

Dennis Dart will serve in what is a new role for the firm as chief operating officer as the Seattle-headquartered TIMO is planning expansion into the US South.

Setter vice-president Karsten Beveridge says long-lived assets and the relatively small pool of capital dedicated help make CVs a likely driver of future timber and ag secondaries growth.

Pressure on timber revenues is widening the gap between buyer and seller expectations while increasing the importance of alternative land uses.

Executive vice-president Charlie Pringle says markets in Japan, Korea and China helped motivate a push to raise exposure to the region within its $1.2bn evergreen fund to as high as 30%.

Permanent cropland remains a drag on the index, returning -1.62% in the second quarter and -7.12% over the trailing year.

After meeting its five-year deployment target, MD Nicolas Leyssieux says the Canadian pension is looking to Europe, LatAm and Canada for its expansion.

Nearly a decade after TPG and General Mills backed its conversion, the 34,000-acre South Dakota ranch is being pitched to buyers with interest extending beyond organic grain.

H1 fundraising remained resilient as real estate, climate and multi-strategy vehicles expanded the pool of capital targeting food and natural capital.