Homestead Capital, Farmland Specialist Investment Manager, Adds Kudu Investment Management as Strategic Partner
Homestead Capital USA, a farmland-focused asset manager with over $1.6 billion in equity and credit assets, has secured a passive, minority investment from Kudu Investment Management. Founded in 2012, Homestead manages investments for pension plans, endowments, foundations, insurance companies, and family offices through acquiring and managing farmland properties and lending to operators.
The San Francisco-based firm, which remains majority employee-owned and led by co-founders Daniel Little and Gabe Santos, operates across the Pacific, Pacific Northwest, Mountain West, Delta and Midwest regions with 20 employees. They focus on working with small and mid-sized farmers to enhance capacity and profitability.
Kudu Investment Management, founded in 2015, has invested in 30 asset and wealth managers globally, with partner firms collectively managing approximately $128 billion as of September 30, 2024.
Homestead Capital USA, un gestore di asset focalizzato sulle terre agricole con oltre 1,6 miliardi di dollari in asset azionari e di credito, ha ottenuto un investimento passivo di minoranza da Kudu Investment Management. Fondata nel 2012, Homestead gestisce investimenti per piani pensionistici, fondazioni, enti di beneficenza, compagnie di assicurazione e uffici familiari, acquisendo e gestendo proprietà agricole e prestando agli operatori.
La società con sede a San Francisco, che rimane per la maggior parte di proprietà dei dipendenti ed è guidata dai co-fondatori Daniel Little e Gabe Santos, opera in diverse regioni, tra cui il Pacifico, il Pacifico Nordoccidentale, il Mountain West, il Delta e il Midwest, con un team di 20 dipendenti. Si concentrano nel lavorare con agricoltori di piccole e medie dimensioni per migliorare capacità e redditività.
Kudu Investment Management, fondata nel 2015, ha investito in 30 gestori di asset e di patrimonio a livello globale, con le società partner che gestiscono complessivamente circa 128 miliardi di dollari a partire dal 30 settembre 2024.
Homestead Capital USA, un gestor de activos enfocado en tierras agrícolas con más de 1.6 mil millones de dólares en activos de capital y crédito, ha asegurado una inversión pasiva de minoría por parte de Kudu Investment Management. Fundada en 2012, Homestead gestiona inversiones para planes de pensiones, dotaciones, fundaciones, compañías de seguros y oficinas familiares mediante la adquisición y gestión de tierras agrícolas y préstamos a operadores.
La firma con sede en San Francisco, que sigue siendo mayoritariamente propiedad de los empleados y está dirigida por los cofundadores Daniel Little y Gabe Santos, opera en el Pacífico, el Noroeste del Pacífico, el Mountain West, el Delta y el Medio Oeste, con 20 empleados. Se enfocan en trabajar con agricultores pequeños y medianos para mejorar la capacidad y la rentabilidad.
Kudu Investment Management, fundada en 2015, ha invertido en 30 gestores de activos y patrimonio a nivel mundial, con firmas asociadas que gestionan colectivamente aproximadamente 128 mil millones de dólares hasta el 30 de septiembre de 2024.
홈스테드 캐피탈 USA, 농지 중심의 자산 관리 회사로 16억 달러 이상의 자본 및 신용 자산을 보유하고 있으며, 쿠두 인베스트먼트 매니지먼트로부터 수동적이고 소수 투자 유치를 확보했습니다. 2012년에 설립된 홈스테드는 연기금, 기부금, 재단, 보험회사 및 가족 사무소를 위해 농지 매입 및 관리, 운영자 대출을 통해 투자 관리를 하고 있습니다.
샌프란시스코에 본사를 둔 이 회사는 여전히 대다수 직원 소유이며 공동 설립자인 다니엘 리틀과 가브 산토스가 이끌고 있으며, 태평양, 태평양 북서부, 산악 서부, 델타 및 중서부 지역에서 20명의 직원과 함께 활동하고 있습니다. 그들은 소규모 및 중규모 농부들과 협력하여 역량과 수익성을 높이는 데 집중합니다.
쿠두 인베스트먼트 매니지먼트는 2015년에 설립되었으며, 전 세계적으로 30개의 자산 및 자산 관리 회사에 투자하였으며, 파트너 회사들은 2024년 9월 30일 기준으로 전체 관리 자산이 약 1280억 달러에 달합니다.
Homestead Capital USA, un gestionnaire d'actifs axé sur les terres agricoles avec plus de 1,6 milliard de dollars d'actifs en capitaux et en crédits, a obtenu un investissement passif de minorité de Kudu Investment Management. Fondée en 2012, Homestead gère des investissements pour des régimes de retraite, des dotations, des fondations, des compagnies d'assurance et des bureaux familiaux grâce à l'acquisition et à la gestion de propriétés agricoles et à l'octroi de prêts aux opérateurs.
La société basée à San Francisco, qui reste majoritairement détenue par des employés et dirigée par les co-fondateurs Daniel Little et Gabe Santos, exerce ses activités dans les régions du Pacifique, du Nord-Ouest Pacifique, du Mountain West, du Delta et du Midwest avec 20 employés. Ils se concentrent sur le travail avec des agriculteurs de petite et moyenne taille pour améliorer la capacité et la rentabilité.
Kudu Investment Management, fondée en 2015, a investi dans 30 gestionnaires d'actifs et de patrimoine à l'échelle mondiale, les entreprises partenaires gérant un total d'environ 128 milliards de dollars au 30 septembre 2024.
Homestead Capital USA, ein auf landwirtschaftliche Flächen fokussierter Vermögensverwalter mit über 1,6 Milliarden Dollar an Eigenkapital- und Kreditvermögen, hat eine passive Minderheitsbeteiligung von Kudu Investment Management gesichert. Gegründet im Jahr 2012, verwaltet Homestead Investitionen für Pensionskassen, Stiftungen, Fonds, Versicherungsunternehmen und Family Offices, indem es landwirtschaftliche Flächen erwirbt und verwaltet sowie Betriebsmittelkredite vergibt.
Das in San Francisco ansässige Unternehmen, das mehrheitlich im Besitz von Mitarbeitern bleibt und von den Mitbegründern Daniel Little und Gabe Santos geleitet wird, ist in den Regionen Pazifik, Pazifischer Nordwesten, Mountain West, Delta und Midwest mit einem Team von 20 Mitarbeitern tätig. Sie konzentrieren sich darauf, mit kleinen und mittelgroßen Landwirten zu arbeiten, um deren Kapazität und Rentabilität zu steigern.
Kudu Investment Management, gegründet im Jahr 2015, hat in 30 Vermögens- und Vermögensverwalter weltweit investiert, wobei Partnerunternehmen bis zum 30. September 2024 insgesamt etwa 128 Milliarden Dollar verwalten.
- Secured strategic investment from established financial partner Kudu Investment Management
- Manages substantial portfolio of $1.6 billion in equity and credit assets
- Maintains majority employee ownership post-investment
- Diversified operations across five major U.S. agricultural regions
- None.
Insights
This strategic investment marks a significant expansion in the agricultural asset management space. Homestead Capital, managing
The partnership's timing is strategic, coinciding with increasing institutional interest in agricultural assets as an inflation hedge and portfolio diversifier. Homestead's specialized focus on small and mid-sized farmers creates a unique market position, addressing an underserved segment while potentially generating higher returns through operational improvements. Kudu's track record of 30 successful investments in asset managers suggests a well-vetted deal with potential synergies.
The retention of majority employee ownership maintains alignment of interests and preserves Homestead's entrepreneurial culture - important factors for continued growth in specialized asset management. This transaction structure mirrors successful models seen in other alternative asset management deals, where maintaining operational independence while gaining strategic support has proven effective.
The strategic significance of this deal extends beyond the immediate transaction. Farmland investment has emerged as a compelling alternative asset class, offering both inflation protection and steady cash flows through various economic cycles. Homestead's presence across five major agricultural regions provides geographical diversification and exposure to different crop types, critical for risk management in agricultural portfolios.
Their dual approach as both property managers and lenders is particularly noteworthy - it creates multiple revenue streams and deeper market penetration. The focus on operational improvements for small and mid-sized farms represents a value-add strategy that can potentially generate alpha beyond pure asset appreciation. With institutional investors increasingly seeking real asset exposure, this partnership could accelerate Homestead's ability to capture market share in what remains a fragmented sector.
Founded in 2012, Homestead manages more than
"In Kudu we have found a partner who shares our conviction that investing in a diversified platform of
Santos said, "As investors, operators and lenders, we see many opportunities for growth. We have been looking for a partner with similar values and, with Kudu's backing, we are well-positioned to accelerate our investments across the agricultural asset class."
"We are thrilled to partner with Dan, Gabe, and the Homestead team—in our view they simply have no equal in farmland investment management. And we believe that agricultural assets are poised to grow as investors allocate additional funds to this vital real assets market," said Charlie Ruffel, Kudu's chairman and managing partner.
Homestead has 20 employees and operations in the Pacific, Pacific Northwest, Mountain West, Delta and Midwest regions of
Since it was founded in 2015, New York-based Kudu has made investments in 30 asset and wealth managers in the U.S., Canada,
About Homestead Capital
Established in 2012, Homestead acquires and manages high-quality farmland properties and is a lender to farmland operators. Homestead focuses on acquisitions with opportunities for value enhancement through capital improvements, tailored farm management, economies of scale, crop selection and rotation, and customized farm operating strategies. For more information, visit www.homesteadcapital.com
About Kudu Investment Management
Kudu provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to independent asset and wealth managers globally. Kudu was founded in 2015 and is backed by capital partners White Mountains Insurance Group, Ltd. (NYSE: WTM) and MassMutual. For more information, visit www.kuduinvestment.com.
Media Contacts
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Newton Park PR
+1 847-507-2229
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SOURCE Kudu Investment Management, LLC
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