KEY INVESTMENT THESIS
We are at a pivotal turning point in history, witnessing the failure of monetary systems and the onset of a significant capital rotation from financialized paper assets to tangible hard assets.
Gold serves as a leading indicator, while farmland, commodities, food production, real estate, and energy (Maslow’s most fundamental needs) emerge as critical assets.
It’s a shift from wealth accumulation to wealth protection.
FARMLAND & FOOD
Agricultural land — along with commodities and energy — has historically delivered strong returns during major wealth transfers. We invest in profitable, resilient agricultural and food businesses with growth potential. Our strategy focuses on improving operations, optimizing resources, and using technology to boost yields and lower costs. We take a long-term approach (7-10 years or more) and seek opportunities that create synergies, either through vertical integration or by acquiring complementary businesses within the supply chain.
ENERGY
We believe energy is fundamental to prosperous societies, with fossil fuels as a crucial backbone. We invest in projects that directly benefit from the oil, gas, and hydrocarbon sectors, employing a “picks and shovels” approach. We seek undervalued opportunities within energy service industries that are essential for the extraction and distribution of energy. We are particularly interested in regions with new or under-productive fields, where our services can facilitate growth.
REAL ESTATE
Our primary focus is on capital growth through strategic investments in undervalued assets with strong demand potential for long-term appreciation. We prioritize rapid development timelines and seek solid rental yields that significantly exceed traditional “Western” real estate assets.
