“Food is Health” has driven the iSelect investment process since our start in 2014. Americans spend more than $1.5T each year on food and almost $2T on diet-related illnesses such as cardiovascular disease, obesity and type 2 diabetes.1
We’re Focused on Companies Solving This Problem at Its Core
By innovating food that is more nutritious yet accessible and affordable, many of our portfolio companies may significantly reduce the incidence and associated costs of these diseases while creating tremendous growth opportunities at the same time.
For example, Bonumose has an enzymatic process that affordably produces Tagatose, a naturally occurring, fiber-based sweetener with 90% of sugar’s sweetness and 60% fewer calories.Their process makes Tagatose cost-effective for food manufacturers, Quick Service Restaurants and consumers. Sugar is a major culprit in our diet-related health issues. Our CEO, Carter Williams, recently engaged with Dr. Robert Lustig on this topic. You can watch that conversation here.
COVID-19 Makes “Food is Health” Even More Relevant
As the pandemic continues to rage, our mission to solve food-related health problems through better food nutrition has never been more relevant.
According to the CDC, the same diet-related illnesses also happen to be the most common and dangerous COVID-19 comorbidities2 making the work of companies like Bonumose even more relevant — and more important.
COVID-19 reinforces the importance of our Food is Health mission, which applies to our entire Invest with Impact portfolio of Agriculture, Nutrition, Personalized Medicine and Healthcare technology companies. Check out other portfolio companies here.
Goldman Sachs Global Macro Strategist Peter Oppenheimer made three investment conclusions in his recent paper, Investing in 2020 and Beyond, one of which was that growth would remain scarce and growth companies would continue to prosper. At iSelect, we invest in growth, and in uncorrelated returns.
Do you share our frustrations with the lack of true secular growth in public markets and the even greater lack of ways to access that growth in the private markets?
Learn more about iSelect here.
1 https://www.ers.usda.gov/data-products/ag-and-food-statistics-charting-the-essentials/food-prices-and- spending/https://theconversation.com/want-to-fix-americas-health-care-first-focus-on-food-81307