Bacchus Partners 

Bacchus Partners is the general partner of a series of limited partnerships investing in Fine Wine for long-term price appreciation. We believe that investing in Fine Wine can be profitable long-term and provide true diversification, thereby increasing total portfolio returns while reducing overall risk. The Fine Wine market tends to be less volatile than financial markets, and is less susceptible to market downturns and adverse economic conditions. Fine Wine has proven to be an effective hedge against recession and inflation.

Our first fund – The Fine Wine Appreciation Fund 1 – began operations in October 2008. We manage an inventory of some of world's finest wine for investment purposes. We use traditional portfolio management techniques coupled with our knowledge of fine wine to invest in wines that we believe will rise in value over time. We believe this disciplined approach provides long-term capital growth for our partners.


Zachy's Wine Online features selections from Fund 1 portfolio

Zachy's Wine Online - June Auction featuring an offering from Bacchus - Part 1

Zachy's Wine Online - June Auction featuring an offering from Bacchus - Part 2

Zachy's Wine Online - look for the download center at the page bottom


Fund l - Investment Portfolio as of March 31, 2009

Geography
1Q09
Vintage
1Q09
Producers—Top 20
1Q09
Bordeaux
57.30%
2005
14.30%
Domaine de la Romanee Conti
18.90%
Burgundy
27.10%
1990
11.50%
Lafite-Rothschild
7.20%
California
10.60%
2003
9.00%
Margaux
7.00%
Rhone
1.80%
1996
8.40%
Mouton-Rothschild
5.10%
Champagne
1.70%
2000
8.00%
Petrus
4.30%
Italian
0.90%
1982
5.80%
Latour
4.00%
Australian
0.20%
1989
5.10%
Haut-Brion
3.90%
Spain
0.10%
1999
4.10%
Screaming Eagle
3.20%
Port
0.10%
1995
4.60%
Jayer, Henri
2.80%
2001
3.70%
Lafleur
2.60%
1986
3.30%
Ausone
2.50%
1998
3.10%
La Mission Haut-Brion
2.50%
2002
3.10%
Cheval Blanc
2.00%
2004
2.80%
Leoville-las-Cases
1.90%
Harlan
1.40%
Trotanoy
1.30%
Montrose
1.20%
Dalla Valle
1.10%
Pavie
1.00%
Guigal
0.90%
TOTAL
74.80%


 

Fund I - Portfolio Highlights
 


  • 1990 Domaine de la Romanee-Conti La Tache, 3 Jeroboam OWC Bottle No's. 00001, 00002 & 00003
  • 1990 Chateau Petrus, 3 Magnum Set from Grunewald Cellar
  • 1990 Chateau Lafleur, 6 Magnum OWC from Grunewald Cellar
  • 1990 Chateau Latour, 6 Magnum OWC from Grunewald Cellar
  • 1986 Chateau Lafite-Rothschild, OWC Bottles and Magnums
  • 2002 Screaming Eagle, 3 OWC 3-Packs
  • 1982 Chateau Margaux. 3 OWC
  • 2005 Domaine de la Romanee-Conti La Tache, 4 OWC 6-Packs
  • 1989 Chateau Haut-Brion, OWC Bottles, Double Magnum & Imperial
  • 1999 Domaine de la Romanee-Conti Assortment, 2 OWC
  • 2000 Chateau Ausone, 2 OWC
  • 1991 Dalla Valle Maya, 2 OWC 6-packs
  • 1995 Krug, 3 Jeroboam OC
  • 2003 Chateau Mouton-Rothschild, 3 OWC
  • 1990 Chateau Montrose, 2 OWC
  • 1982 Chateau Leoville-las-Cases, 2 OWC
  • 1996 Krug, 3 Magnum OC
  • 2005 Chateau Angelus, 2 OWC
  • 2003 Chateau Margaux, 5 OWC
  • 2000 Chateau Lafite-Rothschild, 3 OWC
  • 1989 Chateau La Mission Haut-Brion, OWC
  • 1990 Paul Jaboulet Aine La Chapelle, OWC
  • 1990 Chateau Margaux, OWC Bottles & Magnums
  • 2000 Chateau Mouton-Rothschild, 3 OWC
  • 1984 Joseph Phelps Insignia, 3 Double Magnum OC from winemaker Craig Williams Cellar
  • 2003 Chateau Pichon-Longueville Comtesse de Lalande, 4 OWC
  • 2002 Sine Que Non Just for the Love of It, 3 Magnum OWC 2-packs
  • 1995 Chateau Petrus, 6 Magnums OWC
  • 2003 Chateau Pavie, 3 OWC
 
 
 

Wine Indexes

The London International Vintners Exchange (Liv-Ex) index (www.liv-ex.com) has been developed to track this market. The Liv-Ex 100 consists of 100 fine wines, mostly from Bordeaux. Fine Wine has experienced substantial appreciation over the last several years and, in fact, has generated a compound annual growth rate since 2004 of approximately 35% according to the  Liv-Ex 100.

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Wine Advisory Board

To take advantage of this investment opportunity we have gathered an international group of professional and private wine experts to direct the Partnership’s wine investing activities. The members of our Wine Advisory Board (WAB) have extensive experience in rating and acquiring wine for investment and enjoyment. Each has made the study of Fine Wine...

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