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Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

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Page 1: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Geoff AnandappaStanley Gibbons Ltd

London ◦ Hong Kong ◦ Singapore ◦ Channel Islands

Rare Tangible AssetsSolid Returns & Uncorrelated Growth

Page 2: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Rare Coins, Stamps & Collectibles

• Unique investment asset class• Familiar to most investors, with ~50 million consumers• Ignored as an asset class, except by a few Royal dynasties• Long history, stable returns ~10% p.a. over 50 years• Uncorrelated: Index up 18% in 2008-10• Offered by Stanley Gibbons Ltd, the market leader

Page 3: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

“Who The Heck Collects Stamps?”

Queen Elizabeth

Bill Gross Maria Sharapova President Sarkozy

John LennonF D Roosevelt

Geoff Anandappa

Anatoly Karpov

Page 4: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

“Who The Heck Collects Stamps?”

18 Million Chinese48 Million Worldwide

$10-20 Billion

Page 5: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Worldwide Collector Base

Europe & N America

• well organized societies & events

• research & publication

• 45+ age group

• high average spend

Page 6: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Worldwide Collector Base

Asia & Far East

• vast numbers

• younger age group

• increasing use of internet

• compulsive collectors

Page 7: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

The Royal Philatelic Collection

Page 8: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

The Royal Philatelic Collection

1847 Two Pence“Post Office” Mauritius

1904 - £1,4502013 - estimate £5m

Page 9: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Block of ten Penny Blacks, used on 6 May 1840 2001 - £250,000

2013 - estimate £2m

The Royal Philatelic Collection

Page 10: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

$700 billion

The Bond Kingis a stamp collector!

The William H Gross Collection

Page 11: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

$700 billion

USA 1868 Ben Franklin1 cent Z-Grill

$2.97 millionThe Inverted JennyPlate Block

The William H Gross Collection

Page 12: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

The William H Gross Collection

Bill Gross's British Stamps Outperformed PIMCO Fund

“The manager of the world’s largest bond fund stands to raise $5 million from the stamps he bought for $2 million.”

Linda Sandler

Bloomberg.com

Page 13: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

The William H Gross Collection

The Largest Known Block of Penny Blacks$350,000 in 2001

Realised over $1.15 million

22% per annum

Page 14: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

The William H Gross Collection

Purchased for $2.5 millionRealised over $10.5 million

It’s four times profit – better than the

Stock Market!

Page 15: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

John Lennon’s Stamp Album

sold to the Smithsonian for £30,000

A Typical Stamp Collector…

Page 16: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Historical Documents & Memorabilia

Page 17: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Historical Documents & Autographs

John F Kennedy£3,000

Napoleon Bonaparte£3,500

Abraham Lincoln £15,000

Queen Victoria£4,500

Page 18: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

World War II

Winston Churchill £5,500

Benito Mussolini£2,500

Adolf Hitler £4,500

Emperor Hirohito£6,500

Page 19: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Art & Literature

Mark Twain£3,750

Andy Warhol £2,500

Picasso£6,000

J K Rowling £25,000

Page 20: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Composers & Musicians

Mozartmanuscript£150,000

Giuseppe Verdi

£9,500

Elvis Presley

high school yearbook £10,000

The Beatles£19,500

Page 21: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Coins, Medals & Banknotes

Page 22: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Coins, Medals & Banknotes

Syracuse: Silver Decadrachm (400-405 BC)

Alexander the Great:Silver Tetradrachm (336-323 BC)

Page 23: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Coins, Medals & Banknotes

Cunobelin:Gold Stater (AD 10-40)

Aethelred ‘The Unready’:Silver Penny (AD 978-1016)

Page 24: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Coins, Medals & Banknotes

Edward III:Gold Noble (1346-1351)

Elizabeth I:Gold Milled Half-Pound (1661-70)

Page 25: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Coins, Medals & Banknotes

Great Britain1948 £1 million

Banknote

One of only two known

£125,000

Page 26: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Record Prices Worldwide

• US$15m (record price for US collection)

• Latin AmericaCosta Rica collection: $2.65m

• Great Britain Stanley Gibbons sells most expensive single GB stamp

• Chinathree world records in 2010

• Indiatwo world records in 2011

China 1968 The Whole Country Is Red

HK$3.7m $475,000

Page 27: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Historical Performance

GB250 Rare Stamp IndexEnglish Coin 200 Index

available on

Bloomberg.com

Price Data since 1865

Page 28: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Comparative Performance

-50%

0%

50%

100%

150%

200%

250%

300%

350%

400%

1995 1997 1999 2001 2003 2005 2007 2009 2011 2013

GB250 Rare Stamps Index

English Coin200 Index

Gold

Dow Jones

US Property

no correlation with mainstream asset classes

Page 29: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Rare Stamp & Coin Indices

• Consistent, sustained growth

• Stamp Index 9.4% per annum since 1954

• Coin Index 13% per annumin past decade

• Both up 18% in 2008-10

• No correlation withmainstream asset classes

-20%

-10%

0%

10%

20%

30%

40%

May-07 J ul-07 Sep-07 Nov-07 J an-08 Mar-08 May-08 J ul-08 Sep-08

Page 30: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

How Can I Invest InRare Stamps & Collectibles?

stable returns

unlimited upside potential

backed by Stanley Gibbonsassistance & expertise

free storage & insurance

no management fees or charges

Page 31: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Flexible Trading Portfolio (FTP)Buy, Trade Up or Sell for Maximum Returns

individual portfolio of rare collectibles

stamps, coins, documents

no minimum holding period add to portfolio at any timesell at any time - take profits or reinvest

typical investment $50,000

no annual charges or management fees

free storage & insurance

Exit Options

- sell to SG clients, variable profit split

- Auction (commission free)- retain or sell privately

Page 32: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Client Profile

• Retirement Planning 5-10yr horizon $100,000-$200,000British stamps & coins ► stable growth, income

• Working Professional5-10yr horizon $50,000-$100,000Mixed portfolio ► diversification, currency, growth

• Children & Estate Planning 10-20yr horizon $25,000-$5,000,000Mixed portfolio ► diversification, growth

• Active Trading / Adventurous 3-5yr horizon $50,000-$200,000China & Asia portfolio ► diversification

Page 33: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Why Stanley Gibbons?

• Established 1856 - 150 years of tradition• Royal Warrant - philatelists to the Queen• Market leader, global prominence

Page 34: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Why Stanley Gibbons?

• Expert advice and guidance

Neil Armstrong £6,500

AUTOPENGENUINE

Page 35: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Why Stanley Gibbons?

• Expert advice and guidance

• Lifetime guarantee of authenticity

• Dedicated investment departmentLondon ◦ Hong Kong ◦ Singapore ◦ Channel Islands

• No fees or management charges, free storage

• Public company – debt free

Page 36: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Asset Strategies InternationalOur North American Representative

Michael CheckanPresident

Carl Weber IIIPreferred Client

Relations

Rich CheckanVice President

Asset Strategies International Inc.Rockville, MD

Tel: 877-340-2247E-mail: [email protected]

• Rare Tangible Assets• Precious Metals• Foreign Currencies

Established over 30 years

Page 37: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Six Steps to Invest

1. Decide on amount: $75,000 average $15,000 minimum

2. Instruct Stanley Gibbons: Application Form, proof of ID/address

3. View Portfolio on-line and discuss if necessary

4. Wire funds to Stanley Gibbons’ bank

5. Contract, Invoice, colour scans of Portfolio sent by post

6. View Portfolio valuations securely on-line

Page 38: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

My Investment Portfolio

Page 39: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Workshop

Saturday 11:40amMarquis 6-8

Free Competition

Win an 1840 Penny BlackThe World’s First Stamp

Page 40: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

In An Uncertain World…Is This Right For You?

Diversify into Collectibles an undervalued, non-correlating asset class

Consistent, sustained growth ~10% p.a. over 50 years

Currency Diversification GB Pounds or HK Dollars

Offshore London, Hong Kong & Channel Islands

Page 41: Geoff Anandappa Stanley Gibbons Ltd London ◦ Hong Kong ◦ Singapore ◦ Channel Islands Rare Tangible Assets Solid Returns & Uncorrelated Growth

Stanley Gibbons LtdPhilatelists since 1856

Geoff AnandappaStanley Gibbons Ltd

◦ London ◦ Hong Kong ◦ Singapore

◦ Channel Islands

Tel: +44 207 557 4442

[email protected]