Three reasons we own the businesses that grow, pack and sell everyday fruit and vegetables in Brazil.
Thesis
Essential demand
Affordable fruit and vegetables are bought every week. When budgets tighten, households cut travel, dining out and big purchases before they cut staples. We buy producers of everyday food, not luxuries, and we test that resilience crop by crop, customer by customer and price point by price point before we buy.
Generative AI changes computer-based office work first, and advanced economies have more of it. Growing, packing and moving food sits at the far end of that curve.
Read the studyRoom to improve
Many established producers have good land, good people and loyal buyers, and almost no systems. Better purchasing, packing, cold chain, routing and accounts turn the same hectares into more cash. That is work we can do, measure and repeat across businesses.
A private offering under Rule 506(c), open only to verified accredited investors. Register and we will send the investor materials when they are ready.