📈Investment Approach

To date, WineFi's quantitative approach has allowed our portfolios to outperform the broader fine wine market.

WineFi seeks to outperform the wider fine wine markets by combining quantitative analysis with the deep domain expertise of our veteran investment committee.

Our quant model systematically identifies underpriced wines with strong appreciation potential. Backtesting shows consistent outperformance vs both benchmarks and average wine returns.

While past performance is not a reliable indicator of future results, this provides a scalable, data-driven framework for sourcing, portfolio construction, and exit timing. Outputs are then "sense checked" by our investment committee before presenting opportunities to our investors.

As with an investment business, our objective is to generate alpha vs. our benchmark(s). For the fine wine markets, these are the Liv-ex Indices. See Quantitative Analysis for more.

Our Investment Process

1

Define Scope

From ~100,000 wines across 25 vintages we consider investable, we construct a scoped investable universe through structured filters on region, price, and any other relevant factors.

2

Apply WineFi Investment Score (WIS)

We apply a numeric "WineFi Investment Score" (WIS) to each wine on a scale of 0 to 100. This score factors in the "efficient market price" and potential price appreciation. Read more about this approach here: Our Models.

3

Human Review

The initial wines in scope are reviewed by our expert investment committee - led by Matthew Small - and either accepted or rejected.

4

Investor Approval

Once we have identified a collection of fine wine, we present this opportunity to investors on a discretionary (private portfolios) or non-discretionary (syndicate) basis.

5

Sourcing

We go to market and acquire the underlying wines, and transport them to our bonded warehouse for storage. See Sourcing Wines and Storage and Insurance for more information. We pass on discounts we are able to achieve to our investors.

6

Exits

WineFi monitors the fine wine market over time, and will recommend when to exit the underlying wines on a case-by-case basis. Syndicate members and private clients alike can choose to accept or reject these recommendations.