Infusive™

People will always buy the things that bring them joy. Infusive™ invests in the brands that make people happy—the ones they buy again and again.


Industry:Asset Management - Camomille Ltd Group
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Infusive™ is a unique independent investment manager deploying a time-tested strategy with offices in New York and London.

 

Infusive™ manages an investment strategy designed to capture the long-term compounding power of global companies that offer products and services which elicit pleasure, joy and happiness within the individual.

 

At the heart of the strategy sits a deep understanding of people’s behavioral consumption patterns and repeat purchases of certain products (e.g. coffee, beer, chocolate) over decades: Consumer Alpha™.

 

We consider the proposition to be unique: A pleasure focused strategy, unlike traditional consumer alternatives, allows us to invest across sectors (staples, discretionary and digital), price points (from luxury to everyday items), and regions that gives the fund a truly global exposure.

 

Individuals prefer products and services that elicit joy and make them happy. This theory of emotionally-driven consumption is led by deep-rooted, immutable human impulses and desires that are backed by science.

 

This dynamic creates inelastic and consistent demand, and ultimately, provides pricing power and steady profit growth for the companies.

 

Infusive™ believes that the consumer’s preferences will ultimately drive the portfolio’s long term investment returns. The vote of confidence of the consumer is the key driver of success.

 

Infusive™ thinks consumer preferences can be determined by understanding daily routines and spending decisions, both in terms of disposable income and time. This understanding of consumer behavior as part of the investment process allows Infusive™ to identify an ideal global individual and their tastes and preferences. Infusive’s Consumer Alpha Investable Universe represents that global basket of products and services that they like and love.

Future Trends and Market Opportunities

 

The world’s largest cities are evolving and developing their socio-economic footprints. These shifts are expected to result in higher GDP, more consumer spending, and a greater number of high-income households. We expect these shifts to benefit our Consumer Alpha™ strategy.

Change in the world’s 750 biggest cities in 2030

2.8

Billion people, 35% of global population
$

40

Trillion dollars of consumer spending, 55% of global total

200

Million high-income households, 60% of global total

Change in the world’s 750 biggest cities from today

$37

Trillion dollar increase in GDP

220

Million more middle-income households

$1.7

Trillion dollars of extra spending on vehicles and eating out

410

Million more inhabitants

240

Million more jobs

$18

Trillion dollar increase in over all consumer spending

Disclaimer

 

  • Source: This information is provided by Infusive Asset Management Inc. (“Infusive”) and is based on based on Infusive’s internal as well external sources.
  • Public Information: The information presented is deeded to be public information and is provided for ease of reference.
  • Not a Private Placement Memorandum: This information being shared for informational purposes only and does not constitute: 1. an offer to buy nor a solicitation to sell, nor shall it form the basis of or be relied upon in connection with any investment, contract or commitment whatsoever or 2. investment advice. If an offer to sell investments is made in the future, it will be subject to information circulated by Infusive at the time in a formal prospectus or equivalent document and not on the basis of the information contained in this document. This summary document does not contain all the information that is material to a prospective investor in Funds managed by Infusive (henceforth the “Funds”). Any investment decision should be based solely upon appropriate due diligence and, if applicable, upon receipt and careful review of any confidential offering memorandum or prospectus.
  • Facts & Opinions: This information may include forward-looking statements that represent Infusive’s opinions, expectations, beliefs, intentions, estimates or strategies regarding the future, which may not be realized. These statements may be identified by the use of words like “anticipate”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “will”, “should”, “seek”, “think”, and similar expressions. The forward-looking statements reflect Infusive’s views and assumptions with respect to the future events as of the date of this summary document and are subject to risks and uncertainties. Such risks and uncertainties include, but are not limited to, loss of capital, limited liquidity and lack of investment history. Given these uncertainties, investors should not place undue reliance on the forward-looking statements.
  • Accuracy of information: The summary document contains information that Infusive believe to be accurate; however, no representation or warranty is made, whether express or implied, regarding the accuracy or completeness of such information. Infusive does not undertake any obligation to update or revise any forward-looking or other statements, whether as a result of new information, future events or otherwise. Information provided herein, including without limitation, the investment strategy, process and parameters may be changed, modified, terminated or supplemented at any time without notice.
  • No tax or legal advice: Investors should consult their own legal and tax advisors in respect of legal, accounting, domicile and tax advice prior to making an investment in any fi­nancial instrument(s) in order to make an independent determination of the suitability and consequences of any such investment, if permitted. Please note that different types of investments, involve varying degrees of risk and there can be no assurance that any specifi­c investment may either be suitable, appropriate or pro­fitable for an investor’s investment portfolio. Given the economic and market risks, there can be no assurance that any financial instrument(s) will achieve its/their investment objectives. Returns may be affected by, amongst other things, investment strategies or objectives of the ­financial instrument(s) and material market and economic conditions, including interest rates, market terms and general market conditions.
  • Distribution: This document is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. It is the responsibility of every person reading this document to satisfy himself as to the full observance of the laws of any relevant country, including obtaining any government or other consent which may be required or observing any other formality which needs to be observed in that country. This information is not addressed to any other person and may not be used by them for any purpose whatsoever.
  • No recommendation; past performance: An investment in any security, including the securities described herein, involves a high degree of risk (including the risk of loss of any capital invested). Past performance is not indicative of future performance. Investment returns will fluctuate.