Agriculture is being reshaped by precision technology, robotics, water management and sustainable inputs, a structural shift that creates room for capital-light technology businesses to capture margin in a capital-heavy industry. For Scott's clients, agritech offers exposure to a real-economy theme with both equity and yield options.
Investment in technology and operating businesses across the agricultural value chain, precision agriculture, water and irrigation technology, livestock management, sustainable inputs, agri-supply-chain software, and downstream food-tech platforms. Exposure can also include senior credit secured against agricultural assets.
Global food demand keeps rising while arable land and water remain constrained. Technology that improves yield, reduces input costs, or unlocks supply-chain efficiency has a durable runway. On the credit side, agricultural lending offers attractive risk-adjusted yields, 9–10% per annum, secured against productive land and equipment.
Through specialist agritech and food-system VC funds on BGW's APL, and through agricultural private-credit strategies that lend senior-secured against productive farming operations.
Agritech equity is venture-style, illiquid, high-variance, long hold periods. Agri-credit positions offer the same liquidity profile as broader private credit. Risks include weather, commodity prices, technology-adoption rates and operator execution.
Scott will tell you straight. Whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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