MIKE SELL

By MIKE SELL

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ESG and the Food Supply Chain

Our focus at Alquity has been predominantly towards companies benefiting from domestic structural growth trends in Emerging Markets such as favourable demographics or increasing urbanisation levels. Consumers moving into the cities, shifting from an unorganised to an organised retail experience, and benefiting from rising income levels and purchasing power, results in attractive opportunities in sectors such as food production, supermarkets, and restaurants. We have invested in a number of such companies across the Emerging World – including currently in Peru, Indonesia,
Egypt, China, India, Korea and Vietnam.

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