Given that stealth price controls in the form of “excess profit taxes” have recently become a topic of discussion it might be useful to take a trip through history to review some previous attempts to control money supply driven inflations with price suppression. Before we start, a quick digression. The accepted view is that modern economies use taxes to discourage the production of goods and services of which they want less – for example carbon, alcohol and tobacco. Surely then if we tax the alleged “excess” profits of the providers of critical commodities and services and apply the same logic, we will get less of those critical commodities and services and thereby actually create additional inflationary pressures – food for thought.View Full Report
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Veripath Partners: Our Canadian farmland investment fund focuses on non-operated row crop farmland with productivity pricing discounts, positive productivity trends and low productivity volatility. Veripath provides consistent returns with infrequent drawdowns, low return volatility and can be an effective public equity replacement in traditional portfolios.
Arvore Partners: Our private equity vertical invests in the lower market where cashflow can be acquired at compelling multiples, then serially consolidated in selected verticals to drive exits. Arvore provides monthly distributions and recurring equity optionality within an evergreen offering.