Lawrence Kissko & Graham Robertson, Man AHL – Trend-Following in Inflationary Environments (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 2 September 2022

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Today’s episode features Lawrence Kissko and Graham Robertson reading their piece, Trend-Following in Inflationary Environment. Lawrence is a Client Portfolio Manager for Man AHL. Graham is a partner and Head of Client Portfolio Management at Man AHL and is a member of the investment and management committees. He has overall responsibility for client communication across Man AHL’s range of quantitative strategies. The Best Investment Writing series features top research pieces that we’ve shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today’s episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls. With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest’s choice. Today’s sponsor dollars are being donated to Haven House on behalf of Lawrence & Graham. ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome podcast friends. We're back with volume six of the best investment rioting
0:12.2	series each year our team carefully sorts
0:15.0	through tons of research and investment letters from some of the most
0:18.2	respected money managers and investment researches from all over the world to
0:22.3	pick the best of the best to share with you.
0:24.4	We offer the authors of those pieces the chance to record an audio version as a segment of
0:29.1	the podcast. Past participants included the likes of Cam Harvey Larry Swedro and Rob or not.
0:35.0	Enough for me.
0:36.0	American Farmland is disappearing at an alarming rate.
0:40.0	According to the USDA, the U.S. has lost four acres of farmland per minute since 2000.
0:45.6	That's a landmass larger than the state of Florida, lost a real estate development and
0:50.2	soil burnout.
0:51.2	All the while the demand for food, especially healthy organic food,
0:54.8	continues to rise as much as 13% annually in recent years. Farmland LP is one of the largest investment
1:02.2	funds in the U.S. focused on the organic market,
1:05.0	is ideally suited to take advantage of the dwindling supply of farmland and the rapidly increasing demand for food.
1:12.0	Its strategy focuses on converting
1:13.8	conventional farmland to USDA certified organic
1:16.8	regenerative farmland. They have a portfolio of more than 16,000
1:20.6	organic and sustainably farmed acres and a 15 year track record of success.
1:25.4	Their goal is simple, to produce attractive returns for investors while benefiting the environment.
1:30.4	In today's world of high inflation, volatile markets, and uncertainty, consider joining investors
	...

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