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CLOS FOURTET - TAITTINGER COMTES CHAMPAGNE - LAVIERES - PAPE CLEMENT - BERNARD DUGAT-PY CHAMBERTIN FELTON ROAD PINOT NOIR CORNISH POINT - DOMAINE LEROY CORTON - FOURRIER GRIOTTE CHAMBERTIN VV - BONNEAU MARTRAY CORTON CHARLEMAGNE - FELTON ROAD PINOT NOIR CALVERT - JOSEPH CHARLEMAGNE - COMTE VOGUE MUSIGNY VV - PETER SISSECK DROUHIN GRIOTTE CHAMBERTIN - KRUG VINTAGE BRUT - MOET & (ALNARDO) PSI - DOMAINE LEROY VOLNAY SANTENOTS - GIACOMO CHANDON DOM PERIGNON ROSE - TIGNANELLO - BASSERMANN CONTERNO BAROLO CERRETA - PAVILLON ROUGE - TROPLONG JORDAN JESUITENGARTEN GROSSES GEWACHS - PICHON BARON - MONDOT - JEAN NOEL GAGNARD CHASSAGNE MONTRACHET MALARTIC LAGRAVIERE - DOMAINE LEROY VOSNE ROMANEE BOUDRIOTTE ROUGEVALANDRAUD - COMTE VOGUE CHAMBOLLE WWW.WINEINVESTMENT.COM BEAUMONTS - ECHO LYNCH BAGES - DRC ROMANEE CONTI - GUIGAL MUSIGNY - LUNE ARGENT - GRAND PUY LACOSTE - GIACOMO COTE ROTIE LANDONNE - RUINART DOM RUINART - COMTES LAFON CONTERNO BAROLO CASCINA FRANCIA - RIOJA ALTA RIOJA GRAN MEURSAULT GOUTTE D'OR - LEOVILLE LAS CASES - CANON GAFFELIERE RESERVA 904 - DUHART MILON - CECILIA BERETTA VALPOLICELLA CANTEMERLE - CHAPELLE AUSONE - DRC ECHEZEAUX - FLEUR PETRUS CLASSICO SUPERIORE TERRE DI CARIANO - CHAPOUTIER ERMITAGE - GRUAUD LAROSE - BRANE CANTENAC - CHAPELLE MISSION - CLINET -
Cult Wines Investment Journey
1 INVESTMENT OBJECTIVE & POLICY 04
2 CHOOSE YOUR INVESTMENT MODEL 07
3 PORTFOLIO CREATION 10
4 ON-BOARDING PROCESS 10
5 SECURITY OF ASSET, STORAGE & OWNERSHIP 11
6 ON-GOING MANAGEMENT, VALUATIONS & REPORTING 13
7 SELLING YOUR WINE 14 Investment Objective & Policy
Investment Objective & Policy
Objective Cult Wines’ investment objective is to achieve long-term capital appreciation through active management involving the buying, holding and selling of wines, whilst respecting the parameters set in our Investment Policy.
Investment Policy Cult Wines exclusively invest in wines that respect our strict investing criteria and have potential for appreciation in value. We maintain a high level of diversification across regions, producers and vintages.
Cult Wines applies a top down approach to define the optimal allocation (Strategic Allocation) in regions and vintages to the portfolio.
This is coupled with thorough quantitative analysis & research to select wines and producers that have the best relative value and growth prospects. Over the last 10 years we have developed proprietary statistical and probability models to identify those specific wines that deliver superior returns whilst respecting our strict risk parameters for investment. (Tactical Allocation).
The portfolio of wines is actively managed to maximise risk/reward and is rebalanced on a regular basis to maintain risk parameters, optimise allocation and meet our return objectives.
This process and framework is reviewed and validated by our Investment Committee.
Investing Criteria Cult Wines invest in a strict selection of fine wines that meet our investment criteria, determined by:
Brand Availability
Producer Historical Price Performance
History Comparative Price Analysis
Vintage Quality Market Trends
Critic Score Drinking Window
Vintage Production Provenance Certification
Liquidity Scheduled Re-scores
Please be aware the above weightings are for illustration purposes only and do not reflect actual weightings applied to each criteria by Cult Wines Investment Team.
4 Cult Wines | wineinvestment.com Investment Objective & Policy
Investment Decision Process The decision process can be summarised in five stages as follows: