Three funds. One thesis. Direct ownership in Argentina's hard asset boom.
In this conversation, Lucas and Chris break down why they're deploying personal capital into Argentina's hard asset sector - and why they're sharing access to Capitalist Exploits and Glenorchy Capital members. They cover the three distinct opportunities, explain why private deals offer advantages over public market exposure, and walk through what's already underway on the ground.
We're increasing exposure to Argentina by acquiring real assets at cost—before institutional capital arrives.
We've built a three-fund structure targeting the sectors we believe will benefit most from Argentina's turnaround:
Worker housing in Vaca Muerta's energy basin. Demand outstrips supply by 20,000+ beds. Construction underway.
A farmland redevelopment project, improving stocking rates plus historically low land values arbitraging capital appreciation.
Buying YPF's "non-core" conventional oil wells for renovation and redeployment, delivering multi-year free cashflows.
Many already hold our Argentina stock basket through Insider or Glenorchy. So why consider private deals?
We acquire assets before public markets can bid them up
Direct ownership through a BVI structure, not layers of fees
You invest your capital alongside us (standard fees apply)
Hard assets with rental income, not share price volatility
Personal capital deployed by Chris and Andrew into land acquisition
The fund structure took six months to build - specifically designed to protect investor interests while enabling efficient cross-border capital movement.
As with all our activities - we walk the walk.
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