Benefit from the biggest household expense

Food is the single-largest expense item for many households worldwide. This spending is also expected to grow as the global population expands and becomes wealthier. However, food producers can be subject to volatile food prices and need to be nimble to capture opportunities as consumer… Read More

Mondelez has an overlooked asset

One key to our success is that we look for stocks with hidden or under- appreciated assets. In Mondelez’s case, it recently turned its minority stake in a European coffee maker into a significant holding in Keurig Dr Pepper. It’s the seventh-largest food and beverage… Read More