“ In the next 40 years, humans will need to produce more food than they did in the previous 10,000 put together. But with sprawling cities gobbling up arable land, agricultural productivity gains decreasing, and demand for biofuels increasing, supply is not keeping up with demand. Clever farmers, scientists and entrepreneurs are bursting with ideas. But they need money to make this jump.”
The Economist, 3 June 2015
The company's financial information and rating of mutual funds and Morningstar listed companies granted during the month of September the fourth star to the Fund Panda Agriculture & Water, FI.
Summary OneFoods, the world leader in Halal foods, appears mispriced by the market: Likely private placement or IPO in 2018 should unlock value. BRF is positioned to take advantage of the fragility of Seara, JBS’s subsidiary and main competitor of Brasil Foods, on the back of penalties (USD3bn) and corruption probe. Low corn prices in […]
Introduction[1] Attendance in May this year of the Koala Capital Sicav and Panda Agriculture & Water Fund team at the Berkshire Hathaway shareholders[2]‘ meeting became the perfect excuse to revisit the famous Corn Belt. As defined by a vice president of the United States, the “most productive agricultural civilization the world has ever seen.” And […]