January 28, 2021 / Regnan Research
Transitioning global agricultural and food production systems to feed the planet’s rapidly growing population, estimated to reach close to 10 billion people by 2050, is one of the most pressing sustainability challenges faced by humanity.
This paper outlines the limitations of the currently dominant global agriculture and food production models, highlighting that reliance on these unsustainable models alone will exacerbate ecological loads, including climate change, which present increasing challenges for farmers and risks to return on investment.
But there are reasons for optimism. Solutions are emerging to transition agricultural and food production systems toward sustainability. Regnan’s Equity Impact Solutions team has developed leading investment selection processes to identify innovative companies positioned to accelerate this transition. Ultimately, these companies are not only solving the challenges we face but are also well-positioned for growth in the future. As innovative solutions are often at the early stages of adoption, with large total addressable markets they may represent attractive investment opportunities.
This detailed study was co-authored by Doug Holmes, former Senior Advisor, RI Projects (Regnan Insight & Advisory Centre) and Mohsin Ahmad, co-manager of the Regnan Global Equity Impact Solutions Fund.