The Tiger Cub Investing in Technologies Driving the Future of Agriculture

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 20 June 2021

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Interview: Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers combat these headwinds by farming smarter, more efficiently, and more sustainably. In addition to highlighting the most important trends and technologies in agtech, Anderson will discuss the case for agtech as an ESG investment for carbon reduction, illustrate the ways agtech can help fight nutritional disparities in the U.S., and break down the difference in opportunity sets between public and private markets. Recorded on April 16, 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	New Epic Eats chip shop car resource from McCoy's.
0:05.0	Unleash the flavor of aromatic spices and savor for taste of a classic chip.
0:11.0	Epic flavor, epic crunch.
0:14.0	Epic Eats.
0:16.0	Cause only the real McCoy's taste like the real McCoy's.
0:31.0	Hello everyone and welcome to Real Vision.
0:34.0	I'm Max Weithy and today I'm joined by Dwight Anderson of Osprey Ag Science Dwight.
0:38.0	Thank you so much for being with me today.
0:40.0	Max, I appreciate you having me.
0:42.0	All right.
0:43.0	So before we get into Ag Science and Ag Tech,
0:46.0	why don't we get a little bit about you and your background and how you got into this business?
0:51.0	So if we're going to go all the way back in terms of the origin story.
0:55.0	Yeah, let's go back.
0:56.0	When I came out of college and my background has always been in basic industries.
1:01.0	I went into manufacturing consulting.
1:03.0	I took a job with a client to actually become a plant manager for a paper printing and coding plant.
1:10.0	And then after passing through Goldman's Actors Chair and Commodity Division in the Cocoa and coffee group and J.
1:17.0	Morgan's oil group very briefly for both.
1:20.0	I went and joined Julian Robertson's Tiger Management.
1:23.0	We're after a couple months because the departure of the senior person in the firm.
1:28.0	Julian gave the opportunity to run the basic industry group.
	...

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