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Generation Investment Management
Generation is a high conviction, fundamental global equity manager that invests in sustainable companies positioned to benefit from global challenges and opportunities.
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About
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.
Our 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.
A stable team of experts
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.
Funds
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
Meet the team
Mark Ferguson
- Founding Partner, London
- Co-CIO, Global Equity Strategy
Mark Ferguson
- Founding Partner, London
- Co-CIO, Global Equity Strategy
Mark Ferguson is a Founding Partner of Generation Investment Management and co-Chief Investment Officer of the Global Equity strategy, covering the Global Financials sector. Previously, Mark was co-head of the financials research team, member of the pan-European stock selection group, co-head of pan-European research, and global equity portfolio manager at Goldman Sachs Asset Management. Mark was also an analyst at Schroder Investment Management.
Mark received a BSc in Urban Land Economy from Sheffield Hallam University and an MBA from the European University in Paris. He serves on the board of Conservation International.
Miguel Nogales
- Founding Partner, London
- Co-CIO, Global Equity Strategy
Miguel Nogales
- Founding Partner, London
- Co-CIO, Global Equity Strategy
Miguel Nogales is a Founding Partner of Generation Investment Management and co-Chief Investment Officer of the Global Equity strategy, covering the Global Healthcare sector. Previously, Miguel was co-manager of pan-European and Swiss funds at Mirabaud & Cie, an analyst at WP Stewart and an analyst at Schroder Investment Management.
Miguel received a First Class degree in Economics from Cambridge University. Miguel is a native Spanish speaker.
Nicholas Kukrika
- Partner, Global Equity Strategy
Nicholas Kukrika
- Partner, Global Equity Strategy
Nick Kukrika joined Generation Investment Management in 2007 and is a member of the Global Equity strategy, covering the Global Technology sector. Previously, Nick was co-founder and chief financial officer of United Biofuels, a consultant at McKinsey & Company, a Luce Foundation Fellow working on corporate debt restructuring for the Indonesian Ministry of Finance and a European research sales financial analyst at Goldman Sachs.
Nick received a BA in History from Columbia University and an MA in Public Policy from Harvard’s John F. Kennedy School of Government.
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For adviser services contact us 8:30am - 6pm (Sydney time) Monday to Friday.
FirstTech: 9am - 5:30pm Monday to Friday.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.