We are an independent investment manager with offices in New York, London and Sydney.
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Our Team
Our Proposition
We focus on the long-term compounding power of businesses, with inelastic demand across multiple, resilient and growing sectors.
Our global team is on the ground in three continents and has lived through three major market corrections. We focus on consumer habits and the emotional connection with products and brands.
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Our Risk Mitigation Program
We manage a derivatives-based risk mitigation program aimed at reducing short term volatility and protecting our investments from extreme negative market events.
Key Figures
7yrs
US$360m
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UCITS Fund
Firm AUM
(as of 31st August 2023)
Team Size
Offices
New York, London & Sydney
Humans gravitate to products and services that fulfil their needs and wants. This behaviour is underpinned by an emotional connection, often leading to a lifetime, or even transgenerational pattern of repeat purchases.
This dynamic creates inelastic and consistent demand, and ultimately, provides pricing power and steady profit growth for companies.
We believe that consumer preferences ultimately drive the portfolio’s long term investment returns.
Consumer Alpha Theory
TM
The Consumer is Our Focus
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Universal Human Traits
Basic immutable needs transcending time and culture
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Individual Drivers
Infusive focuses on six key drivers that humans have consistently relied upon to satisfy these needs.
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Advantaged Product Categories
This emotional connection reinforces positive consumption habits and increases the perceived value of certain products and services.
Infusive Asset Management Inc. is a company incorporated in Delaware, United States of America (No. 5316954). Infusive Asset Management Inc. is registered with the U.S. Securities Exchange Commission.
In Australia, Infusive is the trading name of Conduit Capital Pty Ltd (ABN 93637605022), which is a Corporate Authorised Representative (No. 1282095) of Sanlam Private Wealth (AFS License No. 337927). Conduit Capital Pty Ltd is a subsidiary of Gyde Equities Limited. Gyde Equities Limited is also the owner of Infusive Asset Management Inc. and Infusive Insight (UK) Limited.