Peter Lunzer: Liquid Investments — All about investing in wine (1)

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Peter Lunzer is the founder of Lunzer Wine Investments (LWI) and has over 30 years experience in the wine sector. He formulated the Price Step Theory and sub…

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OpalesqueTV says:

Peter Lunzer is the founder of Lunzer Wine Investments (LWI) and has over
30 years experience in the wine sector. He formulated the Price Step Theory
and subsequently developed the Wine Price Ratio. Peter has been one the
most successful wine fund managers achieving returns in excess of 100% over
a 5 year period.

Peter’s fund is almost exclusively focused on investing in top Bordeaux
Chateaux which have shown consistent returns over many decades.

In this Opalesque.TV BACKSTAGE video interview, Lunzer explains:

1. History and Evolution of Investing in Wine
2. Why are institutions now warming up to investing in wine?
3. What is the Market Structure? How and where is wine traded, what are the
price mechanisms? Are there optimal entry and exit points for investing in
wine?
4. What factors influence wine as asset class?
5. How big is the market?
6. Why Bordeaux wines in particular?
7. How did the UK end being the trading and investment hub for Bordeaux
wines
8. Liquidity considerations: Investors’ biggest misunderstanding regarding
wine
9. Storage, Custody and Insurance

In 1855 French authorities classified 61 wines from First Growth to Fifth
Growth. Today, about 45 Chateaux from the Medoc, St. Emilon and Pomerol are
perceived by LWI as ‘investment grade’.

‘Investment Grade’ wines:
- Are perceived as high quality by the world’s most revered wine critics
- Have finite production capabilities
- Price behaviour over several decades can be analysed
- Have ageing capability
- Investment grade wine stock is estimated at GBP6-8bn globally

OpalesqueTV says:

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