Institutional investors

Investments may be redeemed at any time.

Through our research and analysis we create our own universe of wines (540 lines of stock, with an estimated market value of c.GBP10bn) from which we stock pick the wines for our portfolios. We use a proprietary model to select wines considered most likely to increase in price over the investment term.

The wines we invest in display a low volatility relative to other asset classes such as equities, gold and oil.

Long run comparisons show that fine wine prices have either no correlation or a weak negative correlation to equities, although along with many assets they show some positive correlation in extreme market conditions.

Our wine portfolios are valued independently
by Liv-ex, the fine wine exchange (