Australian Dairy – Where the Billionaires are investing
We recently participated in the Australian Dairy Farms (AHF.ASX) placement. There is certainly a concerted push, by various different groups, to access parts and/or all of the dairy supply chain in Australia. The bid for A2 Milk by the US Giant Dean Foods, and the investments made by Gerry Harvey and Gina Rinehart are in the headlines. And milk comes from one source, which AHF are accumulating. We discuss the thematic and AHF in more detail (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. Since 2012, he has been running the Alpine Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Alpine's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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