Since Food, Agriculture and Forestry are naturally conservative sectors, sustainable solutions offer huge possibilities. How we engage with our environment and what we eat will be re-defined.

Our investment hypothesis is driven by:

1 Carbon removal

•     Agritech & forestrytech offer high remediation potential with new natural carbon removal technologies and regenerative farming methods (38% of all land is used for agriculture and 31% for forestry) (carbon capture technologies are specified under remediation)
•     Open space for enabling technologies and approaches such as monitoring & tracking systems based on advanced technological approaches eg. computer vision using satellites for forestry health improvements

2 Alternative proteins

•     In the food, agri and forestry space, we see the highest activity in the alternative protein subsegment
•     Broad range of technological approaches with different levels of technological readiness
•     Ranging from scaling plant-based approaches to rather long-term technologically and research-intense new products
•     Trend: away from substitution to actual protein cultivation

3 Alternative packaging and circular economy

•     Need to reduce wasteful packaging addressed through reusable packaging, recycled or biodegradable materials
•     Circular economy is taking first steps through reusable packaging solutions
•     Many public initiatives regarding waste reduction open up space for alternative solutions
•     Recycling and biodegradable materials compete regarding long-term prevailing impact based on ability to achieve technological mass scalability