Three Agrifood Themes
PROBLEMS
SCARCITY OF NATURAL RESOURCES
50% of habitable land is used
for agriculture
52% of agricultural land is
moderately / severely degraded
33% of marine stocks were
overfished in 2015
CLIMATE CHANGE
26% of GHG emissions
come from food
90% of tropical deforestation is
driven by agriculture
Up to 30% global yield
decline by 2050
GROWING POPULATION
+50% food demand between
2010 and 2050
30% of the world’s population is
moderately or severely food-insecure
25% of food produced for human consumption goes uneaten
S O L U T I O N S
INVESTMENT THEMES
1. REGENERATIVE PRODUCTION
Less resource-intensive protein sources
​
Regenerative farming practices
​
Agtech
​
Restorative Aquaculture
​
Animal feed & health
2. INNOVATIVE SUPPLY CHAIN
Food “waste” utilisation & reduction
​
Optimised logistics & delivery
​
Circular economy
​
Enabling technology
3. SUSTAINABLE CONSUMPTION
Innovative natural ingredients
Shift to healthier & more sustainable
food products
Food authenticity &
limited transformation
Underserved Demographics
Gender-lens
Received only 8% of total
Agfood investments in 2018
​
x2 revenue-generation
per $-invested
​
63% investment
outperformance
Diverse founder
or
Close parity at management level
or
Diverse beneficiaries
Emerging
economies
Agfood ~25% of GDP
​
$106b/y funding gap for
Agri SMEs
​
x3 real GDP growth vx
advanced economies
Africa & Latin America
Organizational presence
or
Location of impact
Catalytic impact &
High performance
Attractive valuations
​
Disruptive solutions
​
Efficient cost-structures
​
Resilience
