Our high-risk portfolio is in mid-sized local craft brewing. Experimenting in both traditional and niche markets our investments focus on quality products delivered in locals where there is reasonable demand. Our current investments have proven considerably profitable with returns above 6.4% p.a. with plans to expand operations in to mainland China as well as suitable low-cost locations in regional Australia.
With a moderate R&D budget this portfolio, despite its risks due to western alcohol trends, country specific regulations and increasing niche supply, is one with high expectations.
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