The 4th Pillar: May 2023

The 4th Pillar

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In this issue, we'll work through the ongoing uncertainty and volatility in the markets as the US banking crisis continues to evolve.

And we will maintain our focus on real assets by featuring a London listed plantation owner that:

  • Has a rock solid balance sheet, has delivered great results and trades at a wide discount to its peers;
  • And a generational change in ownership that might be the key in unlocking value for shareholders.

We also cover the Q1 results from the company we featured last month and an important update on one of the legacy portfolio companies.

“Top of my mind is just how uncertain the environment is going forward. I’ve been doing this for 45 years. I’ve studied a lot of economic history. But I’ve never had a situation where you had free money for 11 years – a very broad asset bubble, followed by jacking up rates 500 bps in…

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