NEW YORK (TheStreet) -- If some agricultural equities look a little exhausted these days -- especially as underlying commodities prices turn south across the board -- that doesn't mean that investment prospects in the sector have dried up, at least according to one hedge-fund portfolio manager focused on the farm business.
"We find opportunities that are not mainstream," says Ejnar Knudsen, who has run Passport Capital's agricultural-focused fund since its inception in March 2009.
Knudsen is a long-term bull on ag for reasons shared by many other investors: global population growth, and the rising middle classes in China, India and other emerging economies, which will put pressure, they say, on food supplies.
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