Macallan Capsule Collection: Complete Sets, Limited Editions & High Age Statement Gems

Valuation Summary 📝

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To ensure the competitiveness of the investment, we conducted a thorough verification of the purchase price by analyzing recent auction prices. Our analysis confirmed that the price offered, inclusive of all associated fees, is highly competitive as it is 3% below the 12-month auction average. To estimate the potential ROI, we used the average annual price increase of the RareWhisky 101 Macallan index and the average price increase of the individual bottles. For our conservative scenario, we assumed the value would grow at the rate of Swiss inflation, reflecting a defensive approach. In the balanced scenario, we used the RareWhisky 101 Macallan index price increase over the last 12 years. Finally, in the ambitious scenario, we calculated the average growth of the individual bottles since release.

Exit Options at Maturity 🚪

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We will manage the exit strategy on behalf of our investors, ensuring the best possible outcome based on market conditions at the time. Depending on the prevailing market situation, the bottles will be sold to private collectors or offered as single lots at a whisky auction. An auction is considered if the price has developed to the point where the minimum bid matches the market value and there is high demand for these bottles. Both options are carefully considered, and we will choose the one that maximizes the return for our investors.

Why Invest in This Category? 🥃

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There are many reasons why investors should consider rare bottles of whisky as one of the best alternative investment opportunities. Rare whisky has been by far the top performer among luxury goods for some time. Its value has risen over 384% in the past 12 years and is not directly tied to stock market conditions. So while equities could experience significant price corrections, whisky would steadily increase in value over time.

Why Invest in This Asset? 💎

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This Macallan collection offers a remarkable opportunity for whisky enthusiasts and collectors alike. It features a curated selection that spans iconic age statements, modern classics, and rare limited editions. The collection includes highly sought-after bottles like the Macallan 30 Year Old Sherry Oak releases from 2021 and 2022, celebrated for their legendary status and exquisite quality. The Macallan Replica Series, with its complete 6-bottle vertical, showcases an ambitious attempt to recreate historic Macallan bottles from the 19th century, earning critical acclaim despite some controversy over authenticity. The Macallan Oscuro Lalique Kazak Rearing Horse is a rare gem, with only 300 sets ever released, and is notable for its unique Lalique glass sculpture. Additionally, the Macallan 1824 Collection Decanter MMIX Limited Release stands out for its rarity and luxurious presentation, with only 17 sales recorded since 2009. Finally, the Macallan Edition Series represents modern innovation in whisky, highlighting the versatility of Macallan's cask maturation and offering excellent growth potential in the collector’s market. Each component of this collection not only tells a story but also represents a valuable investment with strong potential for appreciation.

Context in Time ⏳

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Rare whisky has consistently outperformed other luxury goods, with its value rising 384% over 12 years. Unlike equities, its growth is steady and less affected by market fluctuations.

Conclusion 🎯

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This is somewhat of a low-risk investment given that the collection has a spread of values from low hundreds to just over EUR 5,000. Having two complete sets, very rare limited editions, and some very high age statements to boot, this collection is a well-rounded and interesting proposition.