INVESTMENT STRATEGY
We strive to assemble customized portfolios of farmland and related agricultural assets which generate appropriate long-term, risk-adjusted investment returns; accomplished through disciplined and opportunistic transactions, along with active management strategies that incorporate ESG (environmental, social and governance) principles.
Disciplined and Opportunistic Transactions
• Properties are typically diversified by location, crop category (permanent, specialty, commodity), crop species and time of acquisition.
• Focus on high-quality properties which are more responsive to intensive management.
• Acquire properties in strong agricultural and farmland markets with good infrastructure and ample water supply.
• Continually improve the marketability through customized management and value-added capital expenditures.
• Perform long-term strategic analysis of potential disposition opportunities routinely from the time of acquisition.
Risk Management
• A comprehensive understanding of markets, infrastructure, and environmental, social and governance (ESG) considerations is a critical component of risk management.
• Opportunistically diversified portfolios lessen natural, economic and environmental risks.
• It is our responsibility to maintain the long-term viability of the farmland while managing it for competitive financial returns.
Active Asset Management
• Maximize biological growth and financial yield by utilizing sustainably intensive farm management practices.
• Directly operate farms where justified, which provides more direct exposure to commodity prices and crop yields while ensuring the property is well-managed and the farmland’s value is better protected and improved over time.
• Focus on larger blocks of property where economies of scale can be maximized.
• Seek to maximize alternative (non-agricultural) asset values.
