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Todd Camhe
Co-founder, Oakproof
In this conversation, Todd Camhe, co-founder of Oakproof, discusses the intriguing world of alternative investments, particularly focusing on bourbon as a unique asset class. He explains the non-correlated nature of bourbon investments to traditional markets, the importance of patience in investment strategies, and the collaborative spirit within the bourbon industry.
The asset improves itself. Unlike real estate, a bourbon barrel needs no new lobby or gym: bought young (0–4 years) and held past the two-year Kentucky Straight Bourbon mark, it ages into a more valuable, more in-demand product.
Non-correlation is the point. Bourbon barrels don't move with stocks or real estate, are fully insured in secure rickhouses, and appreciate even in flat markets — steady returns for investors overexposed to traditional assets.
Negative headlines create buying opportunities. Declining alcohol consumption headlines and tariff fears cooled the market — exactly when patient capital wants to deploy, because you can refinance timing but never reverse overpaying.
Be a partner, not a vulture. Oakproof provides liquidity to distillers and sells 25–50 barrel lots to craft bottlers others ignore — in bourbon's collaborative ecosystem, added value is the moat.
