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Why are US LPs so domestic?

Various indicators suggest institutional interest in agri is on the rise. Yet, so far, the appetite of the asset class’s largest investors does not extend much beyond their borders.

Better value in less developed markets, Nuveen says

Tree-nut and fish processing, Australian farmland and Uruguayan timber offer good opportunities amid rising institutional demand for agri, according to the firm's head of natural resources.

New Jersey commits $135m to Aether vehicle

The fund of funds will seek to outperform the Bloomberg Commodity Index by at least 12 percent through a strategy focused on investments into real asset primary funds, secondaries and co-investments.

An opening for open-ended funds

Novel asset classes must start somewhere, and often they start with private equity-like structures. Agriculture is no exception: most managers offer closed-ended funds, or are seeking to raise one. Over the last couple of weeks, however, two firms went on the record about launching open-ended vehicles. Coincidence or something more? Yesterday, we reported that Milltrust […]

Exclusive: Milltrust mulls LatAm fund, eyes Chile portfolio

The firm, which started its Buy & Lease strategy in Australasia 18 months ago, could also look at Uruguay and Paraguay.

Ag veteran plans open-ended fund at Insight

Former Aquila Capital managing partner Detlef Schoen tells Agri Investor that his new role as head of real assets for Insight Investment will focus on the creation of an open-ended, diversified agriculture vehicle.

Farmland REITs challenged by succession, markets

After both Farmland Partners and Gladstone Land reported earnings last week, observers are speculating on the future for each.

LPs: How to make a start in agri

Venturing into new asset classes can be daunting for the wisest investor, but a global and diversified model can help reduce the risk, writes Peter Roney, CIO of Aqueduct Investment Partners.

Valuation uplift drives CalPERS forestry recovery

The pension’s real assets annual review points to possible future efforts at rebalancing away from value-add, which currently accounts for 39% of CalPERS’ $2bn timber portfolio.

AXA IM grows forestry portfolio with Finnish acquisition

The French real assets manager has added 14,000 ha and €50m in value to its timber holdings with the acquisition of 15 forests in central Finland.