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Global food supplies need to increase to satisfy growing demand. With well watered arable land in limited and constantly shrinking supply, much of this increased food supply must come from gain in productivity. Environmental degradation, unsustainable practices and misuse of farmland has strained many agricultural products and soft commodities we have long taken for granted. Shifting production and trade patterns have resulted in price anomalies in the marketplace. Going forward, we predict agricultural commodity prices will continue to remain volatile and inefficient, thereby affording good trading opportunities for agribusinesses to capture the upside to this trend.
We believe in investing from "field to fork" with balanced exposure to land, agribusiness finance, fertilizer and seed suppliers, disease management, energy efficient technology companies specializing in equipment for planting, irrigating, harvesting, drying, storage, and transport.
With the implementation and adoption of energy-efficient technologies and management practices, this sector will have a dramatic evolution. New methods to increase production while minimizing costs and environmental damage will improve economic sustainability and provide new investment opportunities.
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