You can find a full slide deck for Infuse Partners LP here.

PHILOSOPHY

We invest in the fastest-growing, highest-quality businesses in the world at the best valuations we can find. Fast growth usually indicates customer demand and strong operating leverage signals effective execution. The combination of these two leads to high rates of intrinsic value growth. When valuation assumptions are reasonable, this leads to supernormal compounding. We compound your capital by relentlessly focusing on these three variables -- growth, quality and valuation. We don't want just one of them, we want all three. If you want much more detail about our process, please refer to this post

CORE VALUES

I - integrity

Integrity comes from the word "integer", meaning "whole". There can't be any cracks in our character. Integrity isn't just a bland, typical core value, it's doing the right thing even when no one is watching and it hurts us. That's what integrity is -- helping other people even when it doesn't help you.

N - nexus

A nexus is the point of connection between multiple things. Good investing is just that. We need to draw on connections between business, psychology, economics, history, accounting, and much more. Not to mention, the more businesses we analyze, the more those connections start to stick out.

F - fellowship

In the industry, principals are held to a fiduciary duty which means that they don't act in a way that harms clients. We think that is far too low of a bar. Instead, we think that we should treat you like a good friend or a family member. If we wouldn't offer our strategy to them, why should we offer it to you?

 

U - uffgeva

This is an Amish word that means "the renunciation of one's rights in service of others". We think that idea is core to good business. The businesses that truly serve customers will grow and thrive and we want to model that in our own business as well as the ones we invest in.

S - soli del gloria

This means "glory to God". I certainly don't invest by blind faith but my faith inspires me to work diligently for the One who gives me purpose.

E - excelsior

Another Latin word that means "ever higher". This is a testament to constantly striving to improve. Without a growth mindset, we will stagnate and be unable to deliver world-class returns for the next several decades, which is our goal.

Hey, guess what? That spells Infuse!

FOUNDER

Ryan Reeves is the founder of Infuse Asset Management and CIO of Infuse Partners LP. After working at the Motley Fool and a hedge fund in college, he started an investment research business called Investing City. That business currently has hundreds of subscribers and a 6-year after-tax track record of a 30% CAGR. 

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You can learn more about Ryan here.

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