Investment for 2012 - Unlevered Canadian Farmland
29 December 2011
How to generate unvolatile, uncorrelated returns - "This wish can be granted through asset class diversification into Canadian farmland. Both the macro thesis that the world's demand for food will continue to outstrip its sup-ply, and the micro thesis that Western Canadian farmland is among the cheapest in the world (on a per-unit production basis) are well documented. While not as liquid as other investments, farmland (especially when purchased without leverage) also scores high on the "sleep at night" scale."



