111 Alignment of Interest with Alan Sheen of Dalton Street Capital – 2of2 - a podcast by Niels Kaastrup-Larsen

"No matter what happens, food and land is the immovable constant in our lives." - Artem Milinchuk (Tweet)

Artem Milinchuk is the CEO and Founder of FarmTogether, a firm specializing in farmland investments. Artem was born in the waning days of the Soviet Union, and while growing up in Russia, saw the importance of access to fresh food for a society. Artem joins us today to talk about his investment journey and why he feels that having farmland as an asset class in your investment portfolio can be one of the smartest investment moves you can make.

Thanks for listening and please welcome our guest Artem Milinchuk.



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In This Episode, You'll Learn:



How the transition from the Soviet Union to Russia influenced Artem's investment strategies

What exactly constitutes farmland as an asset class

How investing in farmland has changed over the past 40 years

How farmland investments help multigenerational families keep their farms

What is the main driver for investors to move into farmland

Why investors include farmland in their portfolios as an inflation-proof asset

How reliable is farmland investment data



"Seventy percent of farmland is going to change hands in the next 20 years." - Artem Milinchuk (Tweet)



What effect will climate change have on farmland investments

How secure are government farm subsidies

The effect 5G will have on farming and farmland investing

What are the risks to consider when investing in farmland

What is FarmTogether's farmland investment process

How should an investor go about incorporating farmland into their portfolio

How much does an investor need in order to purchase a farm

What types of investors seek out farmland

What are the key questions potential investors should be asking before investing in farmland



Connect with FarmTogether:

Visit the Website: FarmTogether.com

Call FarmTogether: +1 415-876-5587

E-Mail FarmTogether: info@farmtogether.com

Follow Artem on LinkedIn

 

"This is an asset class that belongs in everyone's portfolios." - Artem Milinchuk (Tweet)

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Full Transcript

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{transcript goes here}

“We do two of the hardest styles of investing that I am aware of.” - Alan Sheen (Tweet)

Today on Top Traders Unplugged, I continue our conversation with Alan Sheen, talking about how and why he designed Dalton Street Capital’s investment strategy the way he did, and how it has performed compared to the market average over the past three years. Listen in to today's episode to learn how Alan’s strategies are different from traditional managed futures, his managerial approach that enables employees to innovate, and what an investor should ask a potential manager when doing their due diligence.

Thanks for listening and please welcome our guest Alan Sheen.



In This Episode, You'll Learn:



Why Alan developed a hedging strategy based on volatility and liquidity

The connection between the Australian and US markets

Why Alan does not trade in US markets in his intra-day strategy

Why Dalton Street Capital focuses on Australiasian markets



“Our managed futures have had a very similar experience to most managed futures - we’ve been flat to down over the last three years. But what has dragged us through these last three years is that equity exposure.” - Alan Sheen (Tweet)



Where Dalton Street Capital’s return profile comes from

Why Alan also trades in medium to long-term trend following

How Dalton Street Capital’s equity portfolio performs against the market average

Further episodes of Top Traders Unplugged

Further podcasts by Niels Kaastrup-Larsen

Website of Niels Kaastrup-Larsen