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[WineFi] The Market Recovery Collection | Funding Target Surpassed

We’ve now surpassed the funding target for The Market Recovery Collection and will be announcing a close date within the next two weeks.

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WineFi
20 Apr

The Market Recovery Collection: Funding Target Surpassed

We’ve now surpassed the funding target for The Market Recovery Collection and will be announcing a close date within the next two weeks.

If you’re looking to gain exposure to an optimally diversified wine portfolio - at a fraction of the cost of owning the underlying wines outright - now is the time.

Click the links below to view the presentation and invest, or read on to see why now could be an optimal time to enter the market.

Why The Market Recovery Collection?

Since 2004, every market consolidation of this scale has been followed by a multi-year expansion.

Growth phases have historically averaged +52% over three years, against average corrections of just -13% over 1.3 years. That asymmetry remains the structural foundation of this collection.

The collection is engineered to capture this cyclical upside by acquiring blue-chip wines at valuations that sit at a significant discount to their long-term trend.

Using WineFi's proprietary WIS methodology, we identify the specific, highly liquid labels most likely to lead the coming recovery, validated across 36,000+ backtested simulations.

Why Now? The Data Behind The Opportunity

The data continues to support the timing of this deployment:

  • Trade prices up for three consecutive quarters, with Q1 posting the largest quarterly gain since Q3 2022

  • 52.4% of investment-grade wines now rising quarter-on-quarter, the first time risers have outpaced fallers

  • Bid-to-offer ratios up across all major Liv-ex indices; Fine Wine 100 up 120% year-on-year

  • Median bid-offer spread at 7%, the tightest in over eighteen months

  • Average trade discount to offer price at 1.2%, down from a 6.5% fifteen-year average

These are the hallmarks of a market moving from stabilisation into early-cycle appreciation.

Join Us: Live Webinar, This Wednesday

We will be hosting a second live webinar this Wednesday, 22nd April, at 12:30pm BST, covering the investment rationale, the current market environment, and how the portfolio is being constructed.

Hosts: Peter Lunzer (WineFi Investment Committee), Matthew Small (Head of Investment), Aaran Ameli-Daniel (Head of Data), and Callum Woodcock (CEO).