How we evaluate opportunities.
Research-led selection for casks and rare bottles alike: the factors we weigh, set out openly.
Consistent factors, judged on evidence
Every asset is assessed against the same set of factors, whoever is selling and however scarce it looks.
Casks and bottles are judged on different criteria, but the method behind them does not change: gather the evidence, weigh it against the price, and walk away when the two do not meet. Nothing enters a portfolio because it was available.
What we weigh, for each asset type
Eight factors per asset, gathered before a price is ever discussed.
Maturation and supply
- Distillery
- Vintage and age
- Cask type
- ABV
- Fill history
- Maturation profile
- Supply
- Demand
Rarity and provenance
- Distillery
- Vintage
- Release
- Age
- Provenance
- Condition
- Release quantity
- Rarity and collector behaviour
The factors are transparent. The weighting is ours.
Research does not stop at acquisition
A cask is regauged and sampled, a bottle's market is tracked, and both are revalued at least twice a year. Selection sets the starting point; monitoring is what tells us whether the case still holds.
Continue with our approach
The two assets in depth, the principles selection follows, and how they are held.
Curious how we select casks?
Speak with Sidney Shoshan about our selection criteria, the distilleries and how we substantiate value.
