We recommend the following parameters to help guide our clients’ wine investment decisions:

• Price: The fine wine market is increasingly transparent, with market prices and trends accessible online through Liv-Ex and other market intelligence and trading platforms. Yet even with the increased attention from many observers worldwide, there are still opportunities to capitalize on undervalued high-caliber wines. Prices can change rapidly. With the help of THE WINE INVESTORS advanced data tracking and analysis tools, our clients receive the best possible competitive advantages in assessing when it is the right time to buy, and attaining the most competitive purchase price.
• Provenance: Ensuring authenticity of fine wines is of the utmost importance for wine investors, and our team works to verify the provenance of every bottle of wine we purchase on behalf of our clients. By identifying and confirming the record of all known prior owners and locations for each bottle and case of wine, we give our clients the confidence of knowing that they are purchasing wines which are exactly what the label claims to be. With our extensive connections in Bordeaux and relationships with wine merchants in other exclusive wine regions, we often purchase wines that come directly from the chateaux.
• Condition: Investment grade wine is sold in absolutely perfect condition, with careful attention paid to the storage environment. THE WINE INVESTORS only deals with OWCs (original wooden cases) to ensure the utmost quality. We only work with reliable, experienced, reputable wine merchants who know how to properly stock and care for investment grade wines. Our clients can rest assured that they will only be purchasing wines of the highest quality, in flawless condition.
• Diversification: Just as investors ought to spread their risk around by purchasing multiple asset classes (stocks, bonds, cash, commodities, etc.), THE WINE INVESTORS helps our clients diversify their exposure to the fine wine industry by investing in various labels, regions and provenances. We draw upon our research and industry expertise to assemble a customized wine investment portfolio for each client, based upon the client’s individual investment goals, preferences, and style of investing.

During recent years, global stock markets have been in turmoil. Bond yields are often flat. Money market funds barely keep pace with inflation. Nearly every country on Earth has suffered some level of financial crisis, currency crisis, public debt crisis, real estate bust, or other economic trouble. Where is an investor supposed to turn in the search for higher yields?

While there is no such thing as a “risk free” investment, and prices of wine can go down as well as up, for the most part the global fine wine market has seen steady, growing demand for even the highest priced investment grade wines. Wine investing predominantly attracts an exclusive demographic of affluent, sophisticated investors who are largely immune from the difficulties affecting the rest of the financial system.

Investment grade wine is a prestigious symbol of status that transcends the boundaries of language, nationality and culture. As emerging economies like China, India and Brazil continue their stratospheric growth, it is expected that newly affluent investors and high net worth individuals from these and other countries will continue to add to the demand for the world’s most sought-after investment grade wines.

Exclusive wine sourcing relationships from the heart of Bordeaux, serving investors worldwide THE WINE INVESTORS FUND serves investors worldwide, with corporate headquarters in the global financial hub of Panama and secure wine warehouses located in the heart of the Médoc region of Bordeaux. The ideal investors for the Wine Investors Fund include individual investors, institutions and wine industry experts. All investment decisions by the… Continue reading →

During a time of global financial uncertainty, investors are looking for new classes of assets to deliver long-term growth and hedge against the downturns of global stocks, bonds and real estate markets, as well as the inflation risk and currency risk of cash and money market investments. In a world of too much money chasing too little return, global wine investment… Continue reading →