Joseph Drouhin, Chambertin-Clos de Beze Grand Cru 2021 (30 bottles)
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Main reasons to invest
Return potential📈: An investment of €500 could reach an estimated value of €1,449 in 9 years.
Cost-to-Return Ratio⚖️: With just 2.3% annual total costs, your net profit could be 12.6% per year.
Extreme Scarcity (0.13 ha)🍇: Drouhin’s holding in Clos de Bèze is exceptionally small at just 0.13 hectares, resulting in a tiny production of only 500 bottles per year—a level of rarity that guarantees long-term demand.
Description
| Metric | Value |
|---|---|
| Investment Horizon | 7–9 Years (target exit 2033–2035) |
| Expected CAGR (Balanced) | 12.6% p.a. after fees |
| CAGR (Ambitious) | 17.4% p.a. after fees |
| Entry Basis | -3.9% (pre-fees) / +16.0% (post-fees) vs. current market value |
| Sharpe Ratio | 0.95 (vs. SMI: 0.61) |
| Value at Risk (VaR) | 99.89% probability to exceed initial investment after 9 years |
| Standard Deviation | 13.0% |
| Risk Rating | A (9.6/10 – Low Risk) |
- 7–9 Year Horizon: Aligned with Burgundy’s maturation cycle and peak secondary market demand expected between 2033 and 2035.
- 12.6% CAGR (Balanced): Based on a 60% probability of achieving a 24.9% CAGR from 2007 reference vintages, adjusted for current pricing.
- 17.4% CAGR (Ambitious): Reflects an 80% probability of mirroring historical growth trends of older Clos de Bèze vintages.
- Entry Basis: Purchased at a -3.9% discount pre-fees (or +16.0% post-fees) to verified current market levels, ensuring long-term upside potential.
- Sharpe Ratio of 0.95: Demonstrates excellent risk-adjusted performance, exceeding equity market efficiency benchmarks such as the Swiss Market Index (0.61).
- VaR 99.89%: Suggests near-certain downside protection with less than 1% probability of underperformance over a 9-year horizon.
- Standard Deviation (13.0%): Reflects low volatility typical of ultra-rare, blue-chip Burgundy Grand Crus with strong institutional demand.
- Risk Rating “A” (9.6/10): Exceptional stability backed by 21 verified sales points, extreme scarcity (0.13 ha vineyard), and long-term collector demand.
Fine wine has long attracted investors, and Grand Cru Burgundy stands out as one of the most resilient segments. Strict regional regulations, tiny yields, and growing demand from collectors and gastronomy buyers have supported steady long-term appreciation. Top sites in Gevrey-Chambertin consistently command attention, with prices driven by terroir quality, scarcity, and rising global interest – making this category a proven store of value.
When it comes to ultimate exclusivity in the Burgundy segment, there is no way around Chambertin-Clos de Bèze—especially the 2021 vintage. A wine that insiders have long described as a sleeping giant, with significant potential for value appreciation and increasing rarity.
Joseph Drouhin’s presence in this legendary site is defined by a tiny 0.13 ha vineyard, making it super rare and super exclusive. This results in a production of only 500 bottles per year. The 2021 vintage was defined by a return to classical elegance and a perfect harvest window—resulting in remarkable freshness, precise minerality, and subtle depth. This quality is underscored by critical ratings of up to 96 points.
While Grand Crus are inherently limited, this wine represents only a fraction of total production. A large share goes directly into private collections or Michelin-starred restaurants, disappearing from the open market within a very short time.
Over the past five years, the secondary market for prestige Burgundy has gained strong momentum. Rare Clos de Bèze vintages have achieved significant annual value increases, and the 2007 vintage is widely regarded as its stylistic predecessors in terms of balance and longevity.
Expert
Berghaus & Cie. GmbH is a Cologne-based company that offers wine as an alternative investment. They trade in the world's most exclusive wines.
