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Navigating structural shifts in 2023

Navigating structural shifts in 2023

After what has been a year of both highs and lows where we have emerged from COVID-19 restrictions, witnessed global geopolitical risks, a spike in inflation and the fastest fiscal tightening in Australian history, it seems clear that 2023 will start in a very different place to 2022.

Key factors impacting food and agriculture

Key factors impacting food and agriculture

Brad Mytton and Anna Ellis discuss the current and emerging trends influencing food and agriculture covering the increased corporatisation of food production, generational change, food security, the impact of geopolitical events on export markets and pricing and an increased focus on carbon mitigation strategies within Australia.

Hive and Wellness Group

(Unrealised)

Investment Year

EXIT YEAR

Description

The Local Broadband Network Company (LBNCo) is an installer and owner of superfast broadband networks in residential developments. LBNCo is engaged by property developers to install and maintain the fibre infrastructure, and sells ‘wholesale’ network acces to the retail service providers who then provide services to the tenants. LBNCo is now part of Uniti Group (ASX: UWL) following its acquisition in August 2019.

Stone Axe Pastoral

(Unrealised) 

Investment Year

Description

Stone Axe is a producer of ultra-premium wagyu beef. The company has operations in NSW, QLD, WA and Victoria and is actively growing its herd via large scale embryto transfer program. Stone Axe has rapidly grown to become on of the largest fool blood wagyu producers in the world.