Australian Dairy – Where the Billionaires are investing

Thomas Schoenmaker

Wentworth Securities

We recently participated in the Australian Dairy Farms (AHF.ASX) placement. There is certainly a concerted push, by various different groups, to access parts and/or all of the dairy supply chain in Australia. The bid for A2 Milk by the US Giant Dean Foods, and the investments made by Gerry Harvey and Gina Rinehart are in the headlines. And milk comes from one source, which AHF are accumulating. We discuss the thematic and AHF in more detail (VIEW LINK)

Thomas Schoenmaker
Director and Head of Wealth Management
Wentworth Securities

Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...

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