The 4th Pillar: April 2023

The 4th Pillar

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In this issue, we'll work through the ramifications of a turbulent month in the markets.

And we will continue our focus on real assets by featuring a Singapore listed company that provides us with access to the global agricultural industry and:

  • Derives its revenue from the largest and fastest growing consumer populations on the world;
  • Is vertically integrated, owning everything from production assets through to consumer brands;
  • Has just delivered record results for 2022;
  • And importantly, has a management team which has been extremely proactive in unlocking value for shareholders.

    We also cover some great updates from our new portfolio companies, well as our rationale for selling two companies from the legacy portfolio.

    Well that didn’t take very long.  Since the last issue, in which we warned about the destruction that was lurking in the financial system, three major banks in the US and another in Europe have effectively gone out of business.  To paraphrase Tolstoy, all happy banks are alike, but every unhappy bank is unhappy in…

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