Masterworks Investor Presentation Deck
Outperformance and Low Correlation
Art's attractive long-term performance and low correlation relative to traditional asset classes
25-Year Annualized Performance
Contemporary Art Market (1) and Select Asset Classes: 1995 - 2020
25-Year
Annualized Returns
Contemporary Art
S&P 500
Global Equities
25-Year Correlation Factor
Contemporary Art Market (1) and Select Asset Classes: 1995 - 2020
US Corporate Bonds
US Housing
Contemporary Art
Gold
14.0%
Contemporary Art
1.00
(0.06)
(0.01)
(0.29)
(0.08)
S&P 500
0.20
9.5%
S&P 500
1.00
0.95
0.35
0.28
THE DATA INCLUDED HEREIN REFLECTS CHARACTERISTICS OF THE MARKET FOR PHYSICAL ARTWORK AND NOT FOR INVESTMENT SECURITIES
(0.10)
Global Equities US Corporate Bonds
7.7%
Global Equities
1.00
0.34
0.32
0.10
6.1%
US Corporate Bonds
1.00
0.10
0.39
US Housing
4.3%
US Housing
Correlation <.1
1.00
(0.23)
Sources: Internal Masterworks analyala. FRED (St. Loula Federal Reserve). MSCI Database. Yahoo Finance. Index shown through 2020. Index data updated as of December 31st, 2020.
Notes: There are significant 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.
Gold
6.5%
Gold
1.00
THIS PRESENTATION IS BEING CONDUCTED BY MASTERWORKS UNDER SEC RULE 3A4-1. THIS PRESENTATION IS NOT PROVIDED BY OR USED IN SOLICITATIONS BY A BROKERAGE
MASTERWORKS FIRM OR BROKER. PLEASE SEE "IMPORTANT DISCLOSURE INFORMATION SECTION OF THIS PRESENTATION
10
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
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 RESULTSView entire presentation