The Way In

Resilience, Research, and a 7x Hidden Gem: Ryan @ Infuse’s Investing Journey


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As a firm believer in the power of compounding, Ryan began managing money for his family and friends at the age of 25. But in the early days, his fund lost more than 30% in just two quarters. In this episode, Ryan shares how he pushed through those tough times and stayed laser-focused on research. Three years later, his strategy has paid off—he’s outperformed the market by more than 70%. He also reveals a hidden gem stock that has rallied 7x since his initial investment...

Chapters

02:21 The Genesis of Infuse Asset Management

05:15 Landing Initial LPs and Early Challenges

08:48 Navigating Market Volatility and Lessons Learned

10:53 Adapting to Market Changes as an Active Investor

13:06 Identifying Unique Investment Opportunities

17:36 Daily Operations and Research Focus

22:04 Building Trust with LPs and Fund Structure

24:05 The One-Man Show: Future Plans

25:34 Self-Reflection and Accountability in Investing

26:02 Tools and Resources for Research

27:10 Qualities for Success in Investing

28:23 Future Investment Strategies

29:40 Rapid Fire Round: Insights and Recommendations

https://www.infuse-am.com/letters

https://www.koyfin.com/

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The Way InBy Shijia Mao