ABOUT - AgIS Capital LLC

Founded in 2013, AgIS Capital is an independent, employee-owned and operated firm. We work with large, sophisticated institutional investors that share our philosophy about value creation in the agricultural sector. Our partners and staff form one of the most experienced agricultural investment teams in the world. We manage over $1 billion in assets.

EXPERIENCED AND ENTREPRENEURIAL

We are focused on generating superior investment performance and strive to be thought leader within the agricultural-investment sector. We concentrate on high-value commodities in major food-producing regions where compelling fundamentals exist.

We are nimble, flexible and creative in sourcing, analyzing and structuring prospective agricultural transactions. We integrate and synthesize our investment and asset management processes to create and capture new sources of value.

We operate without artificially imposed boundaries—investing opportunistically where, when and how it makes sense—and with a high degree of engagement on the environmental, social and governance (ESG) issues that define our business sector.

INVESTMENT APPROACH

GROWTH AND HISTORY

2013

Launched by Three Partners:
Jeff Conrad, Carolyn Bailey, Ken Warlick

Completed Our First Two Transactions:
Investments in U.S. Olive Oil and Apple Markets

2014

2015

Became a Registered Investment Advisor
Launched Property Management Subsidary

Secured a New Client Allocation
of $200 Million

2016

2017

Secured Two New Client Allocations
Totaling $250 Million

Moved to new headquarters at
46 Plympton Street in Boston’s South End

2018

2019

Secured a New Client Allocation
of $100 Million

Portfolio includes Almonds, Apples, Blueberries,
Pistachios, Vegetables, Walnuts and Wine Grapes

TODAY

2013

Launched by Three Partners:
Jeff Conrad, Carolyn Bailey, Ken Warlick

2014

Completed Our First Two Transactions:
Investments in U.S. Olive Oil and Apple Markets

2015

Became a Registered Investment Advisor
Launched Property Management Subsidary

2016

Secured a New Client Allocation
of $200 Million

2017

Secured Two New Client Allocations
Totaling $250 Million

2018

Moved to new headquarters at
46 Plympton Street in Boston’s South End

2019

Secured a New Client Allocation
of $100 Million

TODAY

Portfolio includes Almonds, Apples,
Blueberries, Pistachios, Vegetables, Walnuts
and Wine Grapes

AgIS Capital Code of Ethics

1. We Meet our Fiduciary Obligations: We operate with good faith and an unwavering commitment to protecting and enhancing our client’s interests. Among other things, this entails making investment decisions with their needs and interests solely in mind.

2. We Operate with Honesty and Integrity: We believe earning our clients’ trust empowers us to successfully invest on their behalf. We strive to cultivate and maintain that trust by behaving transparently—providing clients, and the constituencies with which we interact on their behalf, with timely and accurate information on our activities.

3. We Embrace Sustainability and Social Responsibility: We recognize that our activities can influence the achievement of global sustainability objectives and have an impact on the communities where we operate. To that end, our business processes and policies, from acquisition sourcing and asset management to client reporting and asset liquidation, are dynamic and strive to address and accommodate a broad range of environmental, social, and governance (ESG) considerations.

4. We Embody Professionalism: We believe professionalism is a reflection of an organization’s commitment to excellence and is the hallmark of its ability to cultivate and sustain important relationships. We emphasize ethical behavior and individual and organizational achievement and strive to treat clients, employees, partners, and other constituencies with professional courtesy and personal respect.

5. We Are a Learning Organization: We are experts in agricultural investing and we believe that maintaining our stature in that regard requires that we enhance and expand our knowledge and expertise. We routinely evaluate our organizational strengths and weaknesses and focus on continuous improvement so we are recognized as a thought leader.