Agronomics

Agronomics is a London-listed investment company focused on the emerging clean food sector, providing investors with exposure to companies pioneering alternative methods of food production. The firm operates as a publicly traded vehicle, enabling both individual and institutional investors to access a curated portfolio of venture-stage businesses developing technologies that aim to replace or supplement conventional agriculture. Its investment thesis centers on the premise that traditional food production systems are increasingly financially and environmentally unviable, creating significant opportunity in next-generation food technologies. Clean food, as defined by Agronomics, refers to food produced in controlled environments free from microbial contamination, antibiotics, growth hormones, pesticides, insecticides, and artificial dyes. This includes food and materials derived directly from cell cultures and microorganisms rather than conventional farming methods. The technologies encompassed within this definition span biotechnology, synthetic biology, and tissue engineering, enabling the production of proteins, fats, and tissues including meat, fish, dairy, and leather. Portfolio companies held by Agronomics include Meatly, which develops cultivated meat products targeting the pet food market as an alternative to conventionally slaughtered animal protein; a precision fermentation company producing egg white proteins with a claimed 90% reduction in climate impact compared to conventional egg production, targeting food manufacturers seeking reliable and scalable protein inputs; and Liberation Labs, which provides commercial-scale fermentation infrastructure to alternative protein producers seeking cost-effective and reliable production capacity. The company positions its portfolio as addressing systemic vulnerabilities in the global food supply chain, including exposure to geopolitical tensions, zoonotic disease outbreaks, and climate-driven disruptions. It highlights that wheat prices surged 40% by May 2022, retail egg prices rose 65% between December 2023 and December 2024, and 76% of European shippers reported supply chain disruptions in 2024 as evidence of the fragility of conventional food systems. Agronomics frames the addressable market for its portfolio companies as the current $10 trillion global conventional food production industry. The firm notes that between 2013 and 2024, cultivated meat and precision fermentation companies collectively raised $7.8 billion in private funding, underscoring growing institutional interest in the sector. For institutional investors, Agronomics offers strategic exposure aligned with ESG mandates and climate-focused allocation strategies, while also emphasizing job creation and food security benefits.