The most powerful investment opportunities are often the ones created by a sustained, structural failure to pay attention. For decades, the venture capital industry largely
Venture capital markets rely on an assumption of meritocracy. The belief is that the best ideas, the best teams, and the best opportunities rise to
The standard venture capital fund structure has remained essentially unchanged for decades. A general partner raises a fund, charges a 2% annual management fee to
Most global allocators think of Brazil through a limited set of lenses. Carnival. The Amazon. Political volatility. What they rarely think about is that Brazil
Most conversations about climate-smart agriculture end up at one of two extremes. Either they focus on smallholder farmers in Sub-Saharan Africa or South Asia, where
“You cannot just go, whoops. I provided too much power there. The needs are bouncing in real time, and the intermittency created by renewables is
“Brazil is a tropical agriculture ecosystem, and when you start to understand the particularities of this, you start to understand some opportunities. In Brazil, we
“As I’ve spent more time in agriculture, I’ve started questioning where the ‘move fast, break things’ mentality actually fits in a physical world of investing.
“We know that we can achieve alpha by investing in inclusive teams. Teams that are inclusive of men and women outperform both for innovation more
“Climate change is here. It’s not going to happen in 10 years time, or 20 years time. We are already being impacted. ” — Alina
