It may sound like Japanese lifestyle consultant Marie Kondo decided to create her own hedge fund strategy, but the concept of consumer joy is a distinct form of investment alpha that has fueled returns at Infusive Asset Management.
Infusive’s UCITS fund ended 2020 up 43%, while the firm’s companion ETF had performance of 31% for the full year ending December 31.
“We are specialists in human psychology and specialists in joy,” said Infusive CEO Andrea Ruggeri. “That’s what we learned from the past and the performance so far is there.”
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