Wine Investing Expertise
long-term fundamentals seem to remain in tact because the great Chateaux aren’t making any more wine
Like equities it is a fragmented market and there are relative calls that can be made – this gives rise to arbitrage opportunities. In graphic terms, imagine plotting the different Chateaux horizontally and then vertically looking at the same wine from ’96 to 2000. As with stock investing, one needs to be disciplined
A timber fund
Pure play investment in Acacia mangium, a common plantation hard wood tree species
Increasing importance of plantation timber
Currently, it is estimated that about 35% of the world’s consumption of timber comes from plantations, of which about two-thirds are for timber and one third for fuel and constructional purposes in rural regions. This share is expected to rise to about 46% by the year 2040
An ABI Fund
fund comprises diverse asset based investment and asset based loan (ABL) allocations to hedge funds; via secured notes issued by hedge funds, interests in managed accounts (e.g. special purpose entities) and direct investments in cash flow producing asset
• Sophisticated fund structuring capabilities
• Ability to secure capacity with managers
• Benefits from the firm’s extensive research, risk management, resource pool
Investing in violins
Historically has shown a low correlation to other financial assets (stocks, bonds), low volatility -Risk are relatively low and easy to hedge
Most of the Stradivari instruments build after 1700 and Guarneri instruments made after 1730 are currently valued in the range of USD2 -to 6mn depending on their condition, provenance and historical importance
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