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| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
Infuse Partners seeks long-term capital appreciation by investing in a concentrated portfolio of seven to ten exceptional businesses capable of sustaining rapid earnings growth over multi-year horizons. The fund experienced a challenging period in 2026, delivering a year-to-date return of -23.42% net of fees compared to +12.77% for the S&P 500, largely due to avoiding cyclical momentum trades in memory semiconductors and neoclouds. Despite near-term underperformance, the strategy has generated an annualized return of 19.99% net of fees since its August 2022 inception, outperforming the benchmark's 17.63%. The manager highlights surging artificial intelligence infrastructure spending and durable enterprise demand as powerful secular tailwinds, while acknowledging persistent compute and power constraints. Portfolio positioning remains disciplined, with capital allocated strictly to businesses demonstrating durable pricing power, high efficiency, and the potential to roughly double in value over two to three years. Strict risk guidelines preclude the use of leverage, shorting, and doubling down on full positions.
Achieve superior long-term compounding by investing in a concentrated portfolio of the highest-quality, fastest-growing companies led by outstanding entrepreneurs and holding them through market cycles.
The manager anticipates that shrinking market time horizons will provide an ongoing structural edge for long-term investors. Rather than pursuing cyclical momentum plays or extreme speculative positions, the fund plans to remain invested in a select group of 7 to 10 high-quality companies capable of sustaining 30% plus earnings growth over a four-year horizon, leveraging automated AI research tools to accelerate fundamental discovery.
As of Oct 2, 2026
Ryan Reeves is the founder of Infuse Asset Management, with an investment background spanning over a decade, having started investing at age 12. His background includes working at The Motley Fool and starting his own investment research business before establishing Infuse. He attended Pepperdine University from 2016 to 2018 and has been a MicroCapClub member since 2018. Reeves has authored multiple publications with The Motley Fool covering topics such as Netflix's global expansion, MercadoLibre, SaaS companies, fitness stocks, and healthcare disruptions. He has mentioned achieving a 32% compound annual growth rate at Infuse Asset Management.
Lead Portfolio Manager
Neutral / Balanced
Market Conviction
50
Growth Outlook
50
Risk Appetite
50
Capital Deployment
50
Forward Guidance
50
Language Signal
50
Perceived Risk
50
Opportunity Density
50
Time Horizon
50
Top Conviction Themes
Key Catalysts
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