The Re:food Agrifood Investment Framework
Specialized Conviction Capital for a Thriving Antropocene
Executive summary
Our global food system sits at the center of our climate, our health, and our economy. Today it strains resources, breaks planetary boundaries, and drives disease, yet it also holds the keys to restoring them, and the companies leading that transformation already exist.
This framework introduces Specialized Conviction Capital, our philosophy for investing in the food system transformation: think in systems, make fewer bets with higher conviction, and engage the wider ecosystem to accelerate both financial returns and system-wide impact. It builds on our earlier Food is Solvable and Food is Investable work to show how we put that conviction to work across the investment lifecycle, from research and sourcing through value creation.
Investing in regenerative food and land systems is an ecological imperative and one of the century's most compelling financial opportunities.
Key takeaways
Four Investment Themes
The science-backed shifts where capital can restore balance to the food system, from sustainable proteins to healthy diets.
Solvable and Investable
Our two lenses for assessing where a segment can move the food system and where it can deliver attractive returns.
Specialized Conviction Capital
Our approach to building category-changing companies: thinking in systems, backing fewer bets with higher conviction, and engaging the ecosystem.
Inside the report
Download the full report
Four Investment Themes • Solvable and Investable • Specialized Conviction Capital
Food is Investable 2024
Re:food's investment case for why investors should look at agrifood, including the most investable segments across the value chain.
Food is Valuable 2025
Re:food’s impact report exploring our portfolio's sustainability metrics and the food system trends defining where value is created across the agrifood system.
The Original Food is Solvable 2021 Report
Re:food's foundational report exploring how entrepreneurs and investors can solve the structural problems in our food system.