Food is one of the few products that consumers will happily pay up for. Nick Griffin, Chief Investment Officer at Munro Partners, says the best way to play this is via the ingredients companies controlling the food supply. In this short video, he explains why this thematic is so attractive.

Key points

  • Traditional food companies are struggling to keep up with the demands of consumers who are now looking for healthier, organic options
  • Start-ups and smaller companies are filling this gap
  • Flavours and ingredients are essential suppliers to the organic food supply chain
  • Revenue growth is 5-10% while margins are expanding.

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