Fund invests across the entire value chain
Agriculture - has a history of structural underinvestment
Invests in companies that exhibit high growth potential; have commercially viable prospects; are active in a niche, specialised players - rather than large, more well-known groups
Fund invests across the entire commodity spectrum via futures, options, physical trading
Directional trades, calendar spreads relative value YTD performance (as of 31, May09): +13.76%
In the present environment the fund’s managers seek out large-scale market moves and will continue to step in to take advantage of capitulation highs/lows
Case Study Investing in Brazil
Forest and other national legislation is equally applicable to foreigners and Brazilians
Sales tended to be conducted on a private basis - and it is not uncommon to find land with ownership issues as the “owners” do not legally posses those rights...
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