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Have Your Say In WineFi's Next Syndicate

The WineFi Investment Committee has shortlisted three distinct investment strategies based on recent analysis of the wine market.

Each option addresses a different segment of the current market cycle:

• The Recovery Collection: A high-beta play on market mean reversion.

• The Right Bank Collection: A "blue-chip" focus on Le Pin, Petrus, and Lafleur.

• The Grower Champagne Collection: An alpha-seeking strategy focused on scarcity and growing demand.

Please review the thesis for each and indicate your preference for our next allocation.

Strategy A: The Recovery Collection

Following a period of market correction, our quantitative models show that certain high-prestige assets are currently trading at a significant discount to their 5-year moving averages. This collection targets wines characterised by a high drawdown and high beta relative to the Liv-ex 1000.

• The Investment Thesis: Historically, the assets that experience the sharpest pullbacks during a downturn are the first to capture outsized gains during a market recovery. We have identified a basket of labels primed for a rapid "mean reversion" as buyer sentiment stabilises.

Strategy B: The Right Bank Collection

These wines combine secondary market demand, brand power, and scarcity. We have modelled a "Tier 1" Bordeaux strategy. This syndicate focuses exclusively on the most restricted-supply assets in the Right Bank: Le Pin, Petrus and Lafleur.

• The Investment Thesis: A more straightforward, blue-chip concept. These labels carry the prestige of Bordeaux, without the massive production volumes.

Strategy C: The Grower Champagne Collection

While the "Grandes Marques" offer brand recognition, "Grower" Champagne (Récoltant-Manipulant) represents the high-alpha segment of the region. Our data shows that top-tier Grower labels have consistently outperformed the broader Champagne 50 index over the last 36 months.

• The Investment Thesis: Grower Champagne has outperformed the wider champagne and wine markets over the past 24 months. By identifying producers with growing reputation and strictly limited allocations, this collection seeks to capture the "scarcity premium" before these labels reach peak global distribution.

We value the perspective of our investor community as a vital qualitative data point. While our models drive the initial selection, your input ensures our final structuring aligns with actual market appetite and portfolio objectives.

We look forward to hearing your feedback.