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The Agri-Food Value View

The Agri-Food Value View is designed to help investors exploit the dramatic income growth in Asia, particularly in China and India. In these two countries alone, about one billion people will comprise the middle class in the coming decade. As incomes rise, the quantity and quality of the food they...

The Agri-Food Value View is designed to help investors exploit the dramatic income growth in Asia, particularly in China and India. In these two countries alone, about one billion people will comprise the middle class in the coming decade. As incomes rise, the quantity and quality of the food they consume increases. A global shortage of productive farmland and fresh water means that Agri-Food commodities will be increasing short supply. Agri-Food commodity prices are in an era of price inelasticity never before seen. As a consequence of that, Agri-Food prices and profits will rise dramatically, making Agri-Foods the growth investment sector of the coming decade. The Agri-Food Value View helps investors understand and participate in this Agri-Food super cycle.

Ned W. Schmidt, CFA, CEBS, has more than thirty years of experience as a value oriented investment manager and researcher. His investment activities have included management of $3.5 billion of discretionary portfolios serving individuals and retirement plans. Mr. Schmidt was for many yeas the value editor for the Global Advisor published in Toronto, and successfully managed an offshore mutual fund for that firm. The third edition of his major Gold report, $1,265 GOLD, published in 2003, has been read around the world. He was also a long time Adjunct Professor of Finance at Nova Southeastern University.