Food & agriculture
Finding opportunity in the world’s changing appetites
As the world’s appetite has grown, a wide range of investment opportunities have opened up. We invest in companies across the food and agricultural spectrum – ‘from field to fork’.
Population growth combined with rising incomes for billions of consumers is driving an expansion in the value of the world food economy. As household incomes increase, consumers are diversifying their diets away from staple foods into higher value products, such as meat, dairy and fresh fruit. This has an impact across the length of the food chain.
Opportunities in the global food economy
Underpinned by inexorable trends, the global food economy is growing thanks to an ever-increasing world population, dramatically changing diets and higher consumer incomes.
We use our thematic process to identify a number of robust and enduring growth trends, and the resultant companies that benefit from these. This sector offers investors a rare and often under-appreciated investment opportunity
