Mandate
Agriculture. Technology. Capital.
One underwriting posture: production systems that eat software, and software that only matters if it moves a physical unit.
Thesis
Calories and code no longer clear in separate rooms.
Agriculture without technology is a museum. Technology without agriculture is a slide. The cash flows live in the seam. Elektra-Axelrod is built to sit in that seam — operating the stack and allocating to it from the same house.
Weights below are illustrative of how we think about the book, not a live portfolio. Cyprus is the seat. The field of view is the Mediterranean and, opportunistically, the production systems that rhyme with it.
Sectors
Where the book looks.
Water
18% illus.
The constraint that prices Mediterranean yield. Rights, reuse, efficiency, infrastructure.
Precision & Autonomy
16% illus.
Machines and software that see, decide, and apply — labour out, consistency in.
Land & Production
15% illus.
Productive hectares and operators with a cost-of-production edge.
Protected Cropping
13% illus.
Where energy, water, and genetics can be underwritten as an industrial process.
Processing & Logistics
12% illus.
The nodes that capture basis instead of watching it leave the farm gate.
Inputs & Genetics
10% illus.
Seed, trait, nutrition, and biologicals with measurable on-farm ROI.
Sensing & Compute
9% illus.
The data layer that prices weather, water, and pest risk before the market does.
Energy–Ag Nexus
7% illus.
Power for controlled environments, waste-to-value, and the grid that farms now share.
Weights are illustrative and will not sum to a live allocation.
Method
How the table works.
01
Join
Operators, technologists, and allocators in one room. Proprietary flow — not a waiting list for auctions.
02
Measure
Elektra’s standard: units. Hectares, cubic metres, labour hours, basis points of shrink. Technology is a tool, not a story.
03
Structure
Axelrod’s standard: alignment. Control where we can improve the asset. Partnership where the operator is the edge.
04
Compound
Hold through cycles. Reinvest in the stack. Report like a principal. Excellence is the residue of that discipline.