Investing in Regenerative Agriculture and Food 57 Tony Lovell, how the $ 100M SLM fund handled the six driest years on record
A check-in interview with Tony Lovell, co-founder and CEO of SLM Partners an asset manager that acquires and manages rural land on behalf of institutional investors, to scale up regenerative, ecological farming and forestry systems.
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I interviewed Tony before in October 2016 as the second interview ever on this podcast, and I'm very happy to check in with him again and see how things have developed in the last almost three years.
SLM's fund thesis is to double carrying capacity and half the cost of production, be a large scale, low cost producer of high quality grass fed protein.
We talk about:
- the carbon project of SLM
- how they handled the six driest years on record
- what they did during those years
- how to match stocking rates to carrying capacity
- what you do when the rain finally comes
- how SLM was going broke slower than anybody elseIt takes time!
Tony: Investors in regen ag need to have an overall picture that's at least a 15 year investment horizon. So when they start there in 15 years and they probably need to look at it in year 5, in year 10 and not worry about in the middle.
Find the show notes and links here, plus the earlier interview with Tony:
www.investinginregenerativeagriculture.com/2019/08/27/tony-lovell-2.
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The above references an opinion and is for information and educational purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.
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