The Elevation Wine Fund, a limited partnership, is organized under the laws of the state of Delaware USA for the sole purpose of managing investment in fine wine.

The Fund intends to seek returns that exceed the Dow Jones Industrial Average by investing in marquee brand, highly rated fine wines predominately from Bordeaux, but also from regions such as Burgundy, the Rhone Valley and California. The focus will be on wines which are review-rated and which EWF identifies as in demand and readily tradable. The Fund will seek quality wines from good vintages and from proven producers who make quality wines with a history of aging well. The Fund will acquire and store these wines in anticipation of increasingly limited future availability and increasing demand.

Wine will typically be purchased from secondary sources where EWF believes provenance can be established within strict quality and acquisition guidelines throughout the world. Elevation Wine Fund will also consider en primeur purchasing from select producers in select vintages.

The investment style is derived from the coupling of in-depth wine knowledge with financial market discipline to manage risk. Elevation Wine Fund has undertaken extensive research into the fine wine market, which has shown that historically the target returns are realistic. In addition to applying market expertise and resources, rated reviews from multiple sources will be used. The prices paid for wine will be assessed by the managers in the context of their pricing history, current market and the forecast for future growth. Particular attention will be paid to regional market discrepancies, consumer market trends and vintage cycles that create buying and selling opportunities.

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