Our investment process.
The Wine Capital’s investment approach combines proprietary technology, rich data sets, and rigorous bottom-up fundamental research, complemented by top-down analysis and risk management. Our bespoke service guarantees that each portfolio is constructed based on the client’s specific characteristics.
Systematic discovery.
Internally developed data analysis tools enable us to screen thousands of wines and millions of data points to identify wines that are more likely to outperform. Metrics such as critics’ scores, vintage quality, and drinking window are incorporated into the screening process, with a nuanced approach towards the different wine regions.
Fundamental research.
Wines that have been identified by our screening tools are then thoroughly researched, quantitatively and qualitatively. We analyze among other things the wine’s relative value, the strength of the producer’s brand and key market dynamics to make sure we choose only the best wines for our clients to invest in.
Portfolio management.
After creating a profile of the individual investor, we build a balanced portfolio of wines. Condition and provenance are key, and each case is examined prior to purchasing. The Wine Capital manages investments through the entire investment cycle: from identifying and purchasing the wine, up to the sale of the wine and the realization of returns.