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Infusive Asset Management Wins at UCITS Hedge Awards 2020

LONDON--(BUSINESS WIRE)--Infusive Asset Management – investing in brands that people know, love and buy into again and again – was named Best Performing Fund in 2019 for the Equity Long/Short category at the UCITS Hedge Awards 2020.

The annual awards, hosted in London by The Hedge Fund Journal, celebrated the industry’s top performing managers earlier in March.

Andrea Ruggeri, Chief Executive Officer at Infusive, accepted the award this year and said:

“Being named Best Performing Fund is an indicator of our ability to develop a highly researched and prosperous portfolio of consumer-oriented companies. I’m grateful for being recognized, and more so, for working with a team whose day to day diligence yielded a stellar performance in 2019. As we move forward in 2020, I expect us to build on last year’s momentum and stay focused on our investment strategy, which we believe will perform well even in a seemingly unpredictable economy because it’s centered on human emotions and psychology of the global consumer.”

This achievement marks Infusive Asset Management’s first UCITS award since the fund was launched in June 2016. In addition to their award winning UCITS fund, Infusive uses the same investing principles to build out their ETF (NYSE: JOYY).

Key Differentiating Factors

  • Focus on Consumer Happiness. Infusive’s investment approach is centred on the global consumer spending patterns and products / services which it considers elicit joy. They invest in top quality consumer facing companies which provide those products and services. Infusive thinks this consumption dynamic translates into high pricing power, stable sales growth and superior financial performance over time.
  • Diversified Holdings. With consumer happiness in mind, Infusive looks at its investment universe through categories like time-saving solutions, indulgence, entertainment, status, beauty, and health and performance.
  • Risk Mitigation Programme – While focused on generating superior long term compounded returns through its long book, Infusive also manages shorter term market volatility through a listed derivative overlay. They mostly buy protection in rising markets, typically but not exclusively using listed options on indexes.
  • Low Portfolio Turnover. Infusive’s investment universe is very stable over time, with its focus on high quality businesses which Infusive believes have superior long-term compounding power.

About Infusive

Infusive Asset Management is a New York / London based investment manager expert in human behavior. It focuses on global brands that people are emotionally connected to and invested in. Infusive™ harnesses it’s Consumer AlphaTM research and investment framework to locate the most rewarding investments in the space. The companies they research sell products that provide happiness to consumers and tend to be characterized by stable revenue streams reflecting consumers’ repeat purchase of their products. Infusive Consumer Alpha investment strategy is accessible through its Consumer AlphaTM Global Leaders Fund (UCITS) and the Infusive Compounding Global Equities ETF (NYSE: JOYY).

Disclaimers

The Infusive Global Compounding Equities ETF ("JOYY ETF") is not actively managed, and the Advisor generally does not attempt to take defensive positions under any market conditions, including declining markets. The JOYY ETF may be susceptible to an increased risk of loss, including losses due to adverse events that affect the JOYY ETF’s investments more than the market as a whole, to the extent that the JOYY ETF’s investments are concentrated in the securities of a particular issuer or issuers, country, group of countries, region, market, industry, group of industries, sector or asset class. There is no guarantee that the JOYY ETF will achieve a high degree of correlation to the Underlying Index and therefore achieve its investment objective. Market disruptions and regulatory restrictions could have an adverse effect on the JOYY ETF’s ability its exposure to the required levels in order to tracking the Underlying Index. The JOYY ETF is new with limited operating history. Exchange-Traded Funds (ETFs) trade like stocks, are subject to investment risk, and will fluctuate in market value. Unlike mutual funds, ETF shares are not individually redeemable directly with the JOYY ETF, and are bought and sold on secondary market at market price, which may be higher or lower than the ETF’s net asset value (NAV). Transactions in shares of ETFs will result in brokerage commissions, which will reduce returns. You cannot invest directly in an Index.

Diversification does not guarantee profit or protect against loss in declining markets.

The Infusive Global Compounding Equities ETF is distributed by ALPS Distributors, Inc.

Investors should carefully consider the investment objective, risks, charges, and expenses of the JOYY ETF before investing. To obtain a prospectus containing this and other important information, please visit https://www.infusive.com/holdings/ to view or download a prospectus. Read the prospectus carefully before investing.

Contacts

Company Contact
Infusive Asset Management

Andrea Ruggeri, CEO

Media Contact
HeraldPR

Kevin Pryor, Account Executive

203-518-2348

[email protected]

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