London, United Kingdom Sep 5, 2025  – The Caledonian Malt Fund L.P. has obtained regulatory approval as a Professional Closed Fund under Bermuda’s Investment Funds Act.

The Caledonian Malt Fund L.P. (“CMF” or the “Fund”), an alternative investment fund dedicated to Scotch whisky investments, has officially launched following regulatory approval from the Bermuda Monetary Authority (“BMA”). The Fund plans to build a diverse portfolio of premium and investment-grade Scotch whisky, sourced from Scotland’s most esteemed distilleries across its whisky-producing regions.

Key Highlights:

• The Fund’s main investment objective is to achieve total returns by investing in Scotch whisky casks and bottles, aiming to build a diversified and comprehensive investment portfolio offering both stability and significant growth potential.
• Direct investments will be made into high-quality, investment-grade premium casks from respected and established distilleries, forming an Investment Portfolio that spans the entire maturation cycle.
• Assets will be stored and aged in bonded warehouses, regulated by the UK Government and licensed/registered by HMRC, guaranteeing expert storage, extensive insurance, and careful management of custody compliance.
• Investment decisions and exits will be guided by thorough data analysis and insights from both primary and secondary markets, utilizing the fund’s exclusive industry network, specialized knowledge in portfolio management, yield generation, and value creation to optimize returns.
• Registered with the Bermuda Monetary Authority under the Investment Funds Act as a Professional Closed Fund, the Fund operates with a standard GP: LP structure. This institutional fund framework ensures an organized approach to whisky investment, emphasizing value optimization and risk mitigation.

Regarding the Fund’s launch, Roderick Sampson, Chairman of the Investment Advisory Committee, expressed, “We are both proud and enthusiastic to launch our investment fund via Bermuda and the BMA, which offers a perfect base for the Caledonian Fund. Through this Fund, we are committed to identifying ongoing opportunities within the global Scotch whisky sector, thereby generating long-term value for our investment partners and fostering growth for our wider stakeholders.”

Mike Webb, a Member of the Investment Advisory Committee, further stated, “Investing in Scotch whisky is increasingly becoming a mainstream alternative asset, as the industry itself becomes more institutionalized. Historically, whisky casks have provided value and non-correlated investment returns, making them a viable consideration for investors looking to build generational wealth over the long term.”

“CMF will function as a regulated investment fund, adhering to all pertinent regulations. The Fund will introduce institutional expertise and market intelligence, leveraging our exclusive network to achieve superior risk-adjusted returns for our investors. Our fund team comprises individuals with extensive connections and profound understanding of the Scotch whisky industry, asset management, and alternative investments. We grasp the distinct challenges and prospects for value creation within this competitive market” said Amit Tripathy, Fund Manager.

According to Doug McIvor, Advisor to the Fund, “The Scotch whisky industry has transformed significantly in recent years, opening up opportunities for institutional investors to achieve considerable returns. CMF’s dedication to sustainable growth through innovation and entrepreneurial vision will forge a future that addresses the changing demands of our partners and the markets we operate in.”

Sarah Demerling, Partner at Walkers (Bermuda) Limited, serving as legal counsel to the Fund, commented, “Bermuda provides an ideal setting for establishing this structure and strategy. We have been pleased to collaborate with the CMF team and extend our continued best wishes for their success.”

For additional inquiries, please contact:

Investor Relations

Email: connect@caledonianfund.com

Web: www.thecaledonianmaltfund.com

Address:

The Caledonian Malt Fund L.P.

Park Place

55 Par-la-Ville Road

Hamilton HM 11

Bermuda