AI as a Tool for Clarity, Not Complexity.
How AI Augments Our Investment Process
At Infusive, we view artificial intelligence as a tool to strengthen the discipline, depth, and speed of our investment process.
Our approach is built on a foundation of experience, trust, and intentional design — where AI enhances human insight rather than replaces it.
Built on a Foundation of Trusted Knowledge
Our investment decisions are informed by a proprietary, curated knowledge base of tens of thousands of documents. These materials have been carefully selected over time, guided by the team’s 100+ years of collective experience in global investing and financial services.
As a globally regulated investment manager, we work with sources that are trusted — not headlines designed to grab attention.
Rather than treating all information equally, we’ve deliberately built a knowledge base that reflects the insights, patterns, and priorities that we believe matter most. This allows us to draw from trusted inputs — not just new data — for better decision-making.
This knowledge base compounds daily. Some of the toughest decisions have been what to exclude.
AI as a Thoughtful Augmenter, Not an Automated Answer
AI doesn’t replace human insight — it sharpens thinking, accelerates testing, and drives decisive action.
By embedding AI across our research and portfolio construction process, we can more effectively:
- Focus on what’s material to long-term outcomes, rather than overreacting to headlines
- Reduce emotional and cognitive bias during volatile markets
- Run high-speed scenario analysis based on trusted, context-rich information
- React quickly with analytical clarity when market conditions shift
Scalable Across Company, Sector and Theme
One of the most powerful advantages of our approach is its flexibility and scale.
We can apply AI at multiple levels:
- Company-specific analysis (e.g., margin drivers between multiple companies)
- Sector-level studies (e.g., pricing power in luxury vs. staples)
- Thematic analysis (e.g., GLP-1 impacts across food, retail, and beverages)
- Comparative frameworks (e.g., brand loyalty erosion in U.S. vs. increasing adoption in emerging markets)
By combining our highly curated prompts, insights and research structure, we can test scenarios and relative outcomes in minutes — not hours, days or weeks. Historically, this has been a competitive advantage of much larger and established businesses in the industry. We believe that being a smaller and more agile, AI-led firm, is where the advantage may now be.
Precision‑driven strategy enables sharper portfolio construction
Our use of AI extends beyond idea generation — it informs how we build and size positions.
AI enables us to test hypotheses quickly and efficiently. For example:
- Quantify conviction and downside asymmetry
- Run “what if” scenarios at a stock, sector and portfolio level
- Stress test exposures to macro and behavioural variables
- Maintain balance while scaling conviction-based positions
This helps to create a more robust, resilient portfolio, grounded in logic, not noise.
Compounding Insight
Everyday
Our knowledge base grows daily in both volume and context, integrating new, relevant information.
AI connects current data to historical insights, improving pattern recognition and questioning consensus when needed.
This evolving memory enhances decision-making, compounding understanding over time and remains consistent despite staff changes.