By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Generation Investment Management LLP

Generation is a high conviction, fundamental global equity manager that invests in sustainable companies positioned to benefit from global challenges and opportunities.

About Generation

Generation Investment Management LLP (Generation) is a global equities manager that integrates long-term sustainability trends into traditional investment processes. Generation believes that sustainability factors (including environmental, social and governance criteria) will drive a company’s returns over the long term, so the team combines sustainability research and fundamental equity analysis to build portfolios comprised of high-quality companies that will be able to maintain their profitability and deliver returns throughout prolonged periods of global change.

Based in London, Generation is an independent, owner-managed partnership that was founded in 2004 by seven partners including Chairman Al Gore and Senior Partner David Blood. The investment team has over 190 years of combined investment experience and manages over USD$33bn as at December 2021.

Colonial First State’s Alliance Partnership with Generation gives Australian retail investors access to an investment philosophy underpinned by differentiated thinking about the dynamics that drive and influence the performance of companies.

Long term horizon

Patience to find businesses with high-quality management teams & sustainable business strategies

Integrated research process

Incorporates sustainability research and drivers of global change with fundamental equity analysis

Stable, expert team

Experienced team with strong investment credentials


Investment approach

Generation’s investment approach is driven by a research platform that seeks to identify the key drivers of global change, including:

  • Climate change and environmental degradation
  • Poverty and development
  • Water and natural resource scarcity
  • Pandemics and healthcare
  • Demographics
  • Migration and urbanisation


Generation believes these global challenges pose risks and opportunities that can materially affect a company’s ability to sustain profitability and deliver returns.

Rather than overlay a negative filter and screen out undesirable industries, Generation instead sees sustainability research as contributing to long-term performance and integrates it into fundamental equity analysis.




Global Equities

Generation Wholesale Global Share Fund

An actively managed, high-conviction global share fund that takes advantage of long-term sustainability and economic trends to deliver superior investment returns






David Blood

Senior Partner, London
Management Team
  • David Blood is Co-Founder and Senior Partner of Generation Investment Management. Prior to joining Generation, he spent 18 years at Goldman Sachs including serving as co-CEO and CEO of Goldman Sachs Asset Management from 1999-2003.

    David received a BA from Hamilton College and an MBA from the Harvard Graduate School of Business.

    David serves on the Board of Dialight, New Forests, Motivate International, On the Edge Productions, SHINE, Social Finance UK and WRI. David is also a life trustee of Hamilton College.


Mark Ferguson

Founding Partner, London
CO-CIO, Global Equity Strategy
  • Mark is a Founding Partner of Generation Investment Management and a member of the firm’s Management Committee. He is the Co-Chief Investment Officer of the Global Equity strategy, covering the Global Financials sector. Prior to joining Generation, Mark held various positions at Goldman Sachs Asset Management, including co-Head of Financials Research Team, Member of Pan European Stock Selection Group, co-Head of Pan European Research and Global Equity Portfolio Manager. Mark was previously an analyst at Schroder Investment Management, where he was rated as Number One European Fund Manager in the 1999 Reuters Survey.

    Mark graduated with honors from Sheffield Hallam University with a BSc in Urban Land Economy. He also received an MBA in International Finance from the European University in Paris. Mark serves on the Board of Conservation International.



Miguel Nogales

Founding Partner, London
CO-CIO, Global Equity Strategy
  • Miguel is a Founding Partner of Generation Investment Management and a member of the firm’s Management Committee. He is the Co-Chief Investment Officer of the Global Equity strategy, covering the Global Healthcare sector. Prior to joining Generation, Miguel worked at Mirabaud & Cie. in Geneva, where he was jointly responsible for the management of the firm's flagship pan-European and Swiss Funds. His responsibilities included research into healthcare investments, an area on which he has focused for the past twenty-one years. From 2000 to 2003 he worked at W. P. Stewart (Europe) in London, where he managed concentrated portfolios for clients in addition to his work as a financial analyst. Miguel started his career as an equity analyst at Schroder Investment Management in 1996 and began his Portfolio Management career in 1999.

    Miguel graduated with first class honors from Cambridge University with a BSc in Economics, and received an Honorary Senior Scholarship for academic achievement from Gonville and Caius College, Cambridge. Miguel is a native Spanish speaker.

Contact us

The content displayed on this page is intended for financial advisers only