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From Kirsten Bischoff, Opalesque New York:
For $2.1bn, London-based investment fund manager Altima Partners, the road to investing in agriculture (ag) was started with a focus on special situations and emerging markets.
On the flip side of the ag industry, consulting firm HighQuest Partners, which has been deeply immersed in these markets for the past decade, providing strategic planning services for operating companies in the food/ag/renewables industries (i.e., advising food and ag businesses where to buy export channels, grain elevators, etc to best anticipate future industry growth areas), has expanded its consulting reach to investment firms newly interested in the emerging asset class.
From both firms’ perspectives, the opportunity set in South America makes a compelling argument for ag investments.
“South America is where most of the new money is going - notably Brazil, and to a lesser amount Argentina, although I think that will change over time,” says Hunt Stookey, Managing Director at High Quest and a featured speaker at the upcoming Global AgInvesting Conference (May 6-7, NYC). Although both countries do have their own challenges: in Brazil infrastructure improvements to roads and railways will lessen the costs of getting crops to the coast for ...................... To view our full article Click here
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