With over thirty years experience in wine investment, the managers of Calico-Asset Management (CAM) have unrivalled expertise in their sector. Working with a strong emphasis on quantitative analysis and drawing on the market’s most comprehensive data, the team has a track-record of achieving consistent and strong returns for their private and institutional clients.
In addition to wine trading, the managers have wide ranging experience of financial markets from which their rigorous approach to portfolio construction and risk management is derived. As long-running and prominent participants in the fine wine business, the team have established strong relationships with the important players in all the key markets.
The team has worked together since 2007 and has participated in the development of many of the most significant innovations in the wine market.
Calico Asset Management is authorised and regulated by the Financial Services Authority (FSA) in the UK (FSA: 509547).
All new BI portfolios and portfolio reviews are conducted following consultation between BI and CAM.