Founded in 2014 to formally frame a successful 30y investment experience…

Infusive is a consumer-focused asset manager founded in 2014. We are exclusively dedicated to the research, management and development of Consumer Alpha™, a systematic investing approach with fundamental and dynamic hedging overlays.

CONSUMER ALPHA™ PHILOSOPHY

Consumers prefer to purchase products that elicit joy and make them happy. Driven by basic desires, people repetitively buy certain products. Emotionally-driven consumption for these products leads to premiumization and inelastic demand curves.

Infusive’s observations about long-term success of consumer companies serves as the basis for the investment philosophy and framework for understanding consumer behavior.