Infusive Asset Management Wins at UCITS Hedge Awards 2020
20 May 2020 - 5:00PM
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.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20200520005121/en/
Company Contact Infusive Asset Management Andrea Ruggeri,
CEO
Media Contact HeraldPR Kevin Pryor, Account Executive
203-518-2348 kevin@heraldpr.com
Infusive Compounding Glo... (AMEX:JOYY)
Historical Stock Chart
From May 2024 to Jun 2024
Infusive Compounding Glo... (AMEX:JOYY)
Historical Stock Chart
From Jun 2023 to Jun 2024