Cadenhead's Samaroli Set of 6 bottles
Main reasons to invest
Return Potential📈: An investment of €500 could reach an estimated value of €1,437 in 8 years.
Cost-to-Return Ratio⚖️: With just 2.5% annual total costs (September releases with no exit fees), your net profit could be 14.1% per year.
Liquid Heritage in a Glass 🥃: Owning this set means holding history. Each bottle is a reflection of a golden era in whisky craftsmanship — from pioneering cask-strength techniques to distinctive distillery character. The market increasingly rewards provenance and scarcity, and this set checks both boxes with timeless appeal and tangible prestige.
Description
| Metric | Value |
|---|---|
| Investment Horizon | 6–8 Years |
| Expected CAGR (Balanced) | 14.1% p.a. after fees |
| Optimistic CAGR | 18.2% p.a. after fees |
| Entry Discount | No entry discount |
| Sharpe Ratio | 0.92 (vs. SMI: 0.61) |
| Value at Risk (VaR) | 95% chance to exceed €20,200 after 6 years |
| Standard Deviation | 15.4% |
| Risk Rating | A (9.6/10 – Low Risk) |
- 6–8 Year Horizon: Targets appreciation over a long-term holding period, aligning with historical performance cycles in the rare whisky market.
- 14.1% CAGR (Balanced): Based on 80% replication of the average return between 2015–2023 across the six bottles.
- 18.2% CAGR (Optimistic): Reflects full potential return if market trends persist as in past cycles.
- Sharpe Ratio of 0.92: Strong risk-adjusted return, outperforming traditional indices like the SMI (0.61).
- 95% VaR Threshold: Model indicates high protection against loss — 95% chance of exceeding €20,200 after 8 years.
- Standard Deviation (15.4%): Conservative volatility benchmarked against doubled whisky index averages.
- Risk Rating “A”: Excellent profile for long-term portfolio diversification through tangible, low-volatility assets.
We will manage the exit strategy on behalf of our investors. Depending on the market at maturity, the bottle will be sold to a private collector or offered at whisky auction. Auctions are favored when bidding demand is high and the minimum price matches market value. All options are evaluated to ensure optimal exit value.
Rare whisky has outperformed all other luxury collectibles over the past decade, with over 384% growth in the last 12 years. It is uncorrelated with equities, making it a compelling hedge during stock market downturns—while steadily increasing in value over time.
The Samaroli–Cadenhead’s whisky set consists of six rare “dumpy” bottles from two of the most revered names in independent bottling. Samaroli, the Italian pioneer known for his early cask-strength releases, and Cadenhead’s, Scotland’s oldest independent bottler, have consistently produced some of the most sought-after whiskies in the secondary market. This curated set covers six different distilleries, offering variety in flavor profile, age, and distillation year — a feature that increases both collectibility and market value.
Each bottle in this set has been tracked across 122 auction results and six verified retail price listings, providing a data-driven foundation for valuation. Based on these historical sales, the estimated fair value for the complete set is highly reliable. The expected ROI of 14.1% per annum in the balanced scenario is grounded in 80% of the past performance between 2015 and 2023. This makes the return estimate conservative yet attractive.
In terms of risk, the set benefits from a relatively low standard deviation of 15.4%, derived from doubled volatility of four major whisky indices. Additionally, the Sharpe ratio of 0.92 confirms the superior risk-adjusted return relative to market benchmarks like the SMI (0.61).
Collectors particularly value the distinctive “dumpy” bottle shape — a hallmark of limited 1970s–1980s bottlings — and the artisanal small-batch approach that characterizes both brands. This emotional and aesthetic value further amplifies long-term demand.
The investment horizon of 6–8 years aligns with historical holding periods for appreciating whisky collections. The combination of limited supply, strong past performance, and proven market demand positions this set as a stable, high-potential entry in the rare whisky segment.
This six-bottle Samaroli–Cadenhead’s collection combines exceptional provenance, historical performance, and tangible cultural value. With a long-term horizon, it offers a stable and attractive alternative asset with proven collector interest. A compelling addition to a diversified portfolio seeking real-world appreciation beyond traditional financial markets.
Expert
Spiritory is an exchange-based live marketplace for whisky and spirits enthusiasts and collectors. The online platform enables users to trade coveted spirits in the simplest, most transparent and secure way possible.
