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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
EWF Investment Objective is to provide investors with cumulative annual growth that
exceeds the annual growth of the Dow Jones Industrial Average. To deliver that
growth, EWF will employ strategies that include investing in marquee brand, highly
rated fine wines.
The Elevation Wine Fund current wine assets include the following respected producers:
•Chateau Lafite Rothschild •Chateau Latour
•Chateau Haut Brion •Chateau Lafleur
•Chateau Cheval Blanc •Chateau Mouton Rothschild
•Domaine Romanée-Conti •Domaine du Pegau
•Harlan Estate •Screaming Eagle
Fine wine investment can offer advantages as an alternative investment vehicle as noted by
Mahesh Kumar BA (Hons), ACMA, ATT, CMC, MBA, DipIC, and the author of Wine Investment for
Portfolio Diversification.
•Great wines in great years tend to produce superior returns.
•Demonstrates relatively low volatility that is distinct from
stock market volatility.
•Low or negative correlation with financial assets offers an effective
hedge investment.
•Fine wine prices will continue to outperform leading international financial
markets due to envisaged future supply and demand situations.

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