Viessmann Family Office: Independent Market View on Agriculture
Led a country comparison for an international agriculture investment mandate, forming an independent view that changed the shortlist.
Kanav Kukreja
Group Strategy, M&A and Venture Capital at Körber
From their time as
Family Office Investments
Viessmann Generations Group • 2023 - 2024
Overview
Kanav led a country comparison for an international agriculture investment mandate at Viessmann Family Office, covering a large-scale investment amount. The initial framing from the team was that the most attractive markets would be those with the strongest growth potential and favorable sector fundamentals.
The Story
Kanav led a country comparison for an international agriculture investment mandate at Viessmann Family Office, covering a large-scale investment amount. The initial framing from the team was that the most attractive markets would be those with the strongest growth potential and favorable sector fundamentals.
He built the comparison by combining headline opportunity with a broader set of risk variables: currency volatility, geopolitical stability, market access, regulatory risk, and the availability of reliable local partners. This was not the original framing of the analysis, and adding these dimensions required him to go beyond the standard market attractiveness framework.
The independent call Kanav formed was that some markets that looked very attractive on growth alone should be deprioritized because execution and downside risks were too high. At the same time, a few less obvious markets deserved more attention because they offered a better balance of opportunity and risk.
The analysis did not determine an investment decision on its own, but it changed the shortlist, the areas selected for deeper research, and the local partner evaluation process. The experience reinforced his view that an independent investment perspective is about identifying the variables the initial framing is underweighting and making them visible to decision-makers.