Agriculture, An Alternative Asset Worth Harvesting?

Agriculture, An Alternative Asset Worth Harvesting by 720 Global

We ended the most recent article “Do Not Say You Were Not Warned – Again” with the 720 Global tag line –“At 720 Global, risk is not a number. Risk is simply overpaying for an asset”. The phrase hints at one of the most important and ironically, least followed rules in money management – limit ones losses. Like many important lessons, this is much easier said than done. The million dollar question facing investment managers that understand the value of this proposition is – how do you limit or prevent losses without constructing a portfolio comprised primarily of bonds and/or cash? In the past we have focused on more...