AAG Investment Management

Portfolio Factors

Agriculture and farmland have attractive fundamentals for astute investors providing strong risk adjusted returns, low volatility, diversification and a hedge against inflation.

In Australia, agriculture compares favorably with more mainstream asset classes on a risk adjusted returns basis.
Farmland has superior investment qualities. The key reasons for investing in agriculture and farmland include:

  1. It is NOT correlated to mainstream asset classes making an excellent opportunity for diversification.
  2. Top performing Agri is stable and secure, obtaining annual returns of over 10% since 1982, with low rates of volatility (refer chart at left).
  3. Agri offers alpha returns in a falling equities market. It’s a high performance defensive strategy.
  4. Returns can be risk managed, bond like and underwritten.
  5. It offers strategic and tactical opportunities for assuring food security.
  6. It is a tangible, real asset class which is core to human existence.
  7. US/UK/EU pension funds, endowment funds and high net worths are investing worldwide in farmland and timberland - NOW.
  8. Quality agri assets generate predictable cash returns.
  9. Ideal for defined benefit funds or funds with set performance hurdles.
  10. Three billion aspirational people with westernising diets live within 10 weeks sailing time of Australia.