Heptagon Future Trends - Food’s future: how to feed the world more intelligently

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Presented by

Alex Gunz, Heptagon Future Trends Equity Fund Manager

About this talk

The new food revolution is upon us. Alternative protein sources will become increasingly inevitable and necessary for economic, sustainability, environmental and health reasons. Expect plant-based alternatives, insects and cultured meat to complement existing protein (and vegetarian/vegan) options. The meat aisle will become a thing of the past. In the future, shoppers will likely embrace the protein aisle. One-in-ten global protein portions could be plant-based by 2035, implying a $290bn market. Insects and cultured meat will likely be smaller segments, albeit with the potential to grow significantly. Given the opportunity, over $3bn has flowed into start-ups across the broad space in the past year. Most businesses remain private but expect both future listings and industry consolidation. In the listed area, we favour companies which can add clear value.

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Heptagon Capital UCITS Fund quarterly Fund Manager calls, covering US, European and Global Equities. Heptagon Capital was founded in 2005 by former Morgan Stanley directors, including Eran Ben-Zour, Tarek Mooro and Fredrik Plyhr, and provides Institutional and Ultra High Net Worth investors creative, class-leading investment opportunities across traditional and alternative asset classes. The core of Heptagon‘s business is identifying exceptional boutique managers who focus on risk-adjusted returns rather than on a benchmark. Heptagon Capital believes that the incorporation of ESG factors in the investment process leads to enhanced risk adjusted returns and investment opportunity. The firm’s three lines of business include its Irish UCITS Fund Platform, External Manager Platform and Discretionary Portfolio Management. Heptagon has a rigorous team ethic; a culture of partnership and shared ideas. 45 experienced and highly motivated individuals from 19 different nationalities make the firm what it is today; a powerful mix of expertise and cultural diversity.