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Chris
Theodore Sole
Trading

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Strategy

Our Investment Strategy

30 years of expertise distilled into a proven investment methodology that prioritizes both performance and protection.

Selection Criteria
  • Focus on first growth and grand cru classé estates
  • Vintage quality assessed by independent critics
  • Proven provenance and perfect storage conditions
  • Optimal drinking windows 10-30 years out
Portfolio Construction
  • 80/20 allocation: 80% wine acquisition, 20% storage & management
  • Diversification across regions and vintages
  • Blue-chip weighted with emerging opportunities
  • Regular rebalancing based on market conditions
Risk Management
  • Fully insured bonded storage
  • Multiple warehouse locations for redundancy
  • Professional authentication and condition reports
  • Market hedging through vintage diversification
Exit Strategy
  • Access to global auction houses
  • Direct sales to private collectors
  • Proven provenance and perfect storage conditions
  • Optimal drinking windows 10-30 years out

Veteran Expertise

Our founder brings three decades of experience in fine wine trading and investment, having navigated multiple market cycles and built relationships with premier estates and merchants worldwide.

This expertise translates into superior wine selection, competitive pricing, and access to allocations that are typically unavailable to retail investors. Our track record speaks for itself—consistently outperforming benchmark indices while maintaining portfolio stability.

Selection Philosophy

We focus exclusively on investment-grade wines with proven appreciation potential. This means Bordeaux first growths, Burgundy grand crus, and select super-premium wines from other regions with established secondary markets. Each wine must meet stringent criteria: exceptional vintage quality, perfect provenance, optimal storage history, and a track record of consistent market performance. We never compromise on quality for the sake of diversification.

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Portfolio Approach

Unlike retail wine sellers, we construct portfolios with investment performance as the primary objective. This means balancing blue-chip holdings for stability with carefully selected emerging opportunities for growth.

We typically allocate 60-70% to established Bordeaux and Burgundy, 20-30% to premium Italian and Napa wines, and 10% to emerging regions or whisky. This approach provides both downside protection and upside potential.

Exit Planning

From day one, we plan your exit strategy. Our extensive network of auction houses, private collectors, and trade buyers ensures you have multiple liquidity options when it’s time to realize your investment.

We provide market timing guidance, handle all logistics, and can facilitate sales through the most advantageous channels. Our goal is to maximize your returns while minimizing transaction friction.