Wine has a proven track record as an excellent investment. Over the past 20 years the Liv-ex 100 Index has risen by 270.7% outperforming the S&P 500 over the same period. There are many reasons that wine can form an excellent part of an overall investment portfolio. Apart from the stellar gains that have been experienced, wine has a low correlation to traditional investment products like equities or bonds providing your overall portfolio with diversification. Wine is underpinned by a strong supply and demand imbalance; there are very limited quantities available of the most sought after wines and this number is far outsripped by demand, a phenomenon that becomes more pronounced as wines are consumed.
It is vitally important, however, for your wine investment to be executed in the correct way. Too often we hear of poorly constructed portfolios, wines bought at the wrong prices or wines not suited to a client’s risk profile. Investing in this way is doomed to fail. We have in-house expertise – our team has investment knowledge from having completed the Investment Management Certificate (IMC) and the Chartered Alternative Investment Analyst (CAIA) designations. We are also experts in wine, and specifically viewing wine through the cold and strategic lense of investment. We believe the most important factor to ensuring your wine investment is a successful one is choosing the right partner, and we look forward to helping you to achieve your wine investment goals.