Fri, Mar 29, 2024
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Agricultural (ag) investing - Part One: The growing interest of institutional investors

Friday, April 30, 2010

From Kirsten Bischoff, Opalesque New York:

Prior to the global financial crisis, agricultural (ag) investing gained traction as macro investors and managers focused on emerging markets began to see a future of increased demand for agricultural production driven by population and economic growth in the developing world.

With China as a proxy for emerging market growth, careful study of the country's urbanization and its effect on commodity producers led some firms like London-based manager Altima Partners to agricultural investing. The firm began investing in publicly traded agribusinesses in 2005, but soon after made private equity style investments into large scale farm production companies in those parts of the world that demonstrated scale, growth and attractive values."

"One of the commodity markets we became very interested in around 2006/2007 was the grain markets," Altima's Edward Ho says. "They are cyclical like the other commodity markets and they had not experienced the same run up in prices as oil, steel, iron ore, etc.".

Research from consulting firm HighQuest Partners, which has been deeply immersed in the ag markets, providing strategic planning services for operating companies in the food/ag/renewables industries shows total cultivated land (globally) stands at 1,400 million hectares (1 hectare is approximately 2.5 ......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. KKR raises $6.4bn for the largest pan-Asia infrastructure fund[more]

    Laxman Pai, Opalesque Asia: The New York-based global investment firm KKR has raised a record $6.4bn for its second Asia-focused infrastructure fund, underlining investors' continued appetite for private markets. According to a media release from the alternative assets manager, the figure top

  2. Bucking the trend, top hedge fund makes plans for a second SPAC[more]

    From Institutional Investor: SPACs aren't dead. At least not to the folks at Cormorant Asset Management. The life sciences firm, whose hedge fund topped its peers in 2023, is confident it will match the success of its first blank-check company. Last week, the life sciences and biopharma speciali

  3. Benefit Street Partners closes fifth fund on $4.7 billion[more]

    Bailey McCann, Opalesque New York: Benefit Street Partners has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7 billion of investable capital across the strategy. Benefit Street invests primarily in privately originated, floating rate, senior secured loans. The fun

  4. 4 hedge fund themes that are working in 2024[more]

    From The Street: A poor earnings report from Tesla (TSLA) has not hurt the indexes on Thursday. The decline in Tesla stock, which is losing its position in the Magnificent Seven pantheon, is more than offset by strong earnings from IBM (IBM) and ServiceNow (NOW) . In addition, the much higher-t

  5. Opalesque Exclusive: A global macro fund eyes opportunities in bonds[more]

    Bailey McCann, Opalesque New York for New Managers: Munich-based ThirdYear Capital rebounded in 2023, following a tough year for global macro. The firm's flagship ART Global Macro strategy finished the year up 1