Investment Thesis

Water resources are generally relatively scarce in many parts of Australia. Water remains the key limiting factor of production for most agriculture sectors.

Water

Less than 1% of Earth’s water is accessible and drinkable.

As Australia’s most experienced water manager, we have been directly involved in Australian water markets since the 1990s. Our team has a deep understanding of the Murray-Darling Basin water market and stakeholders. We are at the forefront of innovation,  deploying products that help irrigators manage water risk while delivering responsible investor returns.

As an alternative real asset class, water provides opportunity for diversification and risk mitigation with low correlation to traditional assets, such as listed property and equities. It is one of the few assets capable of providing a genuine alternative investment opportunity.

Water assets generate returns from the deployment of the physical water associated with the asset into the water market for irrigation use and from asset capital appreciation. Australian water markets offer one of very few opportunities globally for investors to obtain direct exposure to this most vital of assets.

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‘Water is a limiting factor in virtually all agricultural systems. An investment in water assets is well-positioned to benefit from structural trends in global markets for food and fibre in response to climate change.’

– Euan Friday, Chief Investment Officer