Macrovue's Global Feed the World Portfolio

This portfolio includes companies positioned across the supply chain in the food economy, from farm to fork.

Macrovue’s Feed The World Portfolio’s Performance.*

* Returns as of 31 August 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Global population to hit 9 billion by 2050

It took 123 years for global population to reach 2 billion in 1927 from 1 billion. In contrast, in less than 100 years since then we have grown to more than 7 billion. The UN Population Division expects global population to hit 9 billion by 2050.

This poses challenges and opportunities at multiple levels.

First, most of the incremental 2 billion are expected to be in developing nations where rates of population growth still outstrip that of developed ones. This implies producing at least 70% more food relative to 2012.

Second, many of the developing countries in the world are growing wealthier with rising incomes. As families earn more, they spend the incremental income on better food with higher nutritional value. This implies higher protein and dairy consumption.

The global average calorie consumption has gone up from 2,370 kcal/day in 1971 to 2,770 kcal/day in 2007. It is slated to reach 3,050 kcal/day by 2050.

Changing diets further multiply the need to increase yields of crops and grains.

Higher profit margins and higher volume growth

This multi-decade secular trend in growing demand for agricultural goods bodes well for the companies in our Feed the World Vue.

In a commoditised sector faced with supply constraints and growing demand, this would provide support for prices of agricultural goods – leading to likely higher profit margins.

The overall growth in demand for food also provides tailwinds to companies in packaged food industries where they can take advantage of higher volume growth.

Macrovue’s Feed The World Vue

This Vue includes companies which have exposure to growing demand for agricultural goods (grains, dairy, seeds, oils and packaged food); while providing diversification across different geographies.

Some of the stocks in the Vue include companies like Olam International, Archer Daniels and Brazil Foods.

Open a free account to find out which 10 companies are benefiting from increasing demand for food from a growing global population.


Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.