Bowker Biography:
Mahesh Kumar

The book “sure to shake up the financial mind frame of the old (and not-so-old) guard,” by Mahesh Kumar, BA (Hons), ACMA, ATT, CMC, MBA, DipIC., demonstrates the attractiveness & synergy of holding fine wine in a diversified portfolio of traditional financial assets.

Kumar begins by weighing the existing academic arguments for and against alternative investments (paintings, antiques, wine, etc.). Showing that academic studies have not taken the question of fine wine (specifically) to its exhaustive conclusion, he uses modern portfolio theory, as well as his special insight, to create a Fine Wine 50 Index, which shows empirically that fine wine has higher expected returns related to its overall contribution to portfolio risk than do stocks and bonds, proving that wine is good for an investor’s blood pressure in more ways than one.

The book also includes a history of wine markets dating back to the 12th century; chapters on the different modes of marketing and distribution in Bordeaux, and the primary and secondary markets; and critically analyses the total alternative investment market, and the relationships between AI’s price and quality. He also discusses, systematically, the key question: what constitutes a good investment portfolio?

Mahesh Kumar, BA (Hons), ACMA, ATT, CMC, MBA, DipIC, is a London-trained chartered accountant and management consultant with an MBA from Imperial College London. Mahesh has more than a decade of experience with blue-chip firms in global financial management and consulting. He currently teaches finance and accounting at Bissett School of Business, Mount Royal College, Calgary, Alberta, Canada. Mahesh is also the founder and CEO of Roman-Boston Consulting Corporation. He is now working on his second book, Collecting Wine for Pleasure and Investment.

 

 

 

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