Food and Agriculture

The Food and Agriculture strategy seeks to achieve long term capital growth and provide a level of income by investing in companies that are addressing the challenges of sustainable food supply, resource efficiency and nutritious content. Impax seeks to invest in the most innovative leaders in global food and agriculture markets that are: providing solutions to natural resource constraints in the food supply chain; benefiting from exposure to the provision of nutrition within the context of rising consumer demand for better quality, traceable, healthy, natural and safe food; and providing solutions to adverse health effects of a poor diet.

Key facts

Geographic focus Global
Characteristic Growth, Income
Currency EUR, GBP, USD
Investment horizon Long term
Launch date 1 December 2012
Strategy AUM £574m

For further information please contact client services on:

Tel: +44 (0) 20 7434 1122

Email: [email protected]

As at 30 September 2017

Portfolio Managers

Michael Landymore -
Senior Portfolio Manager, Director

Michael is responsible for the Food and Agriculture strategy. He focuses on industry analysis, stock screening, company analysis and portfolio construction.

He has been advising investors and companies in the food and beverage industry since 1982. He was part of the highly rated Food Equity analysts team at Investec Securities/Henderson Crosthwaite, subsequently with Rabobank corporate finance, and most recently served as the manager of the Léman Focus Global Food & Agriculture fund at Helvetica Wealth Management Partners in Geneva.

Michael has a degree in Economics from King's College, Cambridge, and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).

Bruce Jenkyn-Jones -
Co-Head of Listed Equities, Executive Director

Bruce is an Executive Director and Co-Head of Listed Equities along with Hubert Aarts.

Together they are responsible for the development of the investment process, research and team. Bruce has an active role in the day to day management of all Impax listed equity portfolios and is on the portfolio construction team for all strategies. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). Bruce has an MBA from IESE (Barcelona), an MSc in Environmental Technology from Imperial College and a degree in Chemistry from Oxford.