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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 have over 190 years of combined investment experience and manage over $18.5bn as at December 2017.


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.


FUND

 

 

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

Team

 

 

 

 

David Blood

Senior Partner, London
Management Team
  • View bio

    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
  • View bio

    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
  • View bio

    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.

Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. CFSIL also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.


From time to time, CFSIL enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for CFSIL to provide third party distribution services within the Australian Financial Services intermediary market.

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