Masterworks Investor Presentation Deck
Outperformance and Low Correlation
Attractive long-term performance with low correlation relative to traditional asset classes
25-Year Annualized Performance
Contemporary Art Market (¹) vs. Selected Asset Classes: 1995-2020 YTD(2)
Contemporary Art
S&P 500 Total
Return
Global Equities
Gold
US Housing
0.0%
4.1%
5.0%
7.0%
6.5%
8.9%
10.0%
THE DATA INCLUDED HEREIN REFLECTS CHARACTERISTICS OF THE MARKET FOR PHYSICAL ARTWORK AND NOT FOR INVESTMENT SECURITIES
25-Year Annualized Return
13.6%
15.0%
25-Year Correlation Factor
Contemporary Art Market (¹) vs. Selected Asset Classes: 1995-2020 YTD²)
-0.5
(0.07)
0.01
0.05
25-Year Correlation with Contemporary Art
Sources: Internal Masterworks analysis. FRED (St. Loula Federal Reserve). MSCI Database. Yahoo Finance.
Notes: There are algnificant differences between the asset classes presented. For additional Information, see important Disclosures.
1.
Repeat-Sale Pair Index of Post-war and Contemporary Art (as defined by the applicable auction house) using Standard & Poor's CoreLogic Case-Shiller Home Price Indices Methodology.
Index performance measured through July 2020. Art market data updated as of July 30, 2020.
0.39
0.5
Low
Correlation
Added
Diversification
Lower Portfolio
Volatility
THIS PRESENTATION IS CREATED AND USED BY MASTERWORKS AND IS NOT PROVIDED BY OR USED IN SOLICITATIONS BY A BROKERAGE FIRM OR BROKER.
INDICES ARE UNMANAGED AN INVESTOR CANNOT INVEST DIRECTLY IN AN INDEX INDICES ARE USED FOR COMPARATIVE MODELLING PURPOSES ONLY THE TIMING OF TRANSACTIONS RELATING TO AN ASSET OR
MASTERWORKS PORTFOLIO, ADVISORY, AND TRANSACTION FEES, AND OTHER MANAGEMENT ACTIVITIES CAN CREATE SIGNIFICANT DIFFERENCES BETWEEN THE PERFORMANCE OF AN INDEX AND AN INVESTMENT SEEKING SIMILAR
OR SUPERIOR RELATIVE PERFORMANCE RESULTS
9View entire presentation