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

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

David Blood

David Blood

  • Senior Partner, London
  • Management team
Mark Ferguson

Mark Ferguson

  • Founding Partner, London
  • Co-CIO, Global Equity Strategy
Miguel Nogales

Miguel Nogales

  • Founding Partner, London
  • Co-CIO, Global Equity Strategy

Tools and resources

Latest news & market updates

Stay up to date with the latest market movements, investment insights and CFS news.

Funds and performance tool

This tool provides access to performance, unit prices and key information across our investment options.

Performance reports

Review the latest monthly / quarterly performance reports for our investment funds.

Unleash in ways you never thought possible

Get in touch

For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.

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Information on this webpage is provided by Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468. It may include general advice but does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statements (PDSs), Investor Directed Portfolio Service Guides (IDPS Guides) and Financial Services Guides (FSGs) before making any recommendations to a client. The PDSs, IDPS Guides and FSGs can be obtained from www.cfs.com.au or by calling us on 13 18 36.