Seed (Ponderosa)

ABOUT THE STRATEGY
About the Strategy
The opportunity
Supply chains across the food, agriculture, oceans, and forestry sectors are under structural pressure from climate risk, resource constraints, regulation, labor shortages, and evolving buyer requirements. Operators must produce more with fewer inputs, greater resilience, and lower emissions. This environment is creating sustained demand for practical technologies and business models that improve stability, productivity, and performance across critical systems. By investing in companies delivering measurable, real-world solutions, we believe we can back the builders enabling the next phase of economic modernization.