Generation Investment Management LLP is dedicated to long term investing, integrated sustainability research and client alignment.

Generation is an independent, private, owner-managed partnership with offices in London and New York. The firm was co-founded in 2004 by Al Gore and David Blood.

David Blood is Senior Partner of Generation Investment Management, a fund management business dedicated to long term investment and integrated sustainability research. Previously, David served as co-CEO and CEO of Goldman Sachs Asset Management. His responsibilities included all aspects of the global business including portfolio management, sales and client service, risk management and infrastructure.

Generation's investment approach is based on the idea that sustainability factors—economic, environmental, social and governance criteria—will drive a company's returns over the long term. By integrating sustainability issues with traditional analysis, we aim to deliver superior investment returns.

We are closely aligned with our clients, and our performance is measured over the long term.
A Unique Research Platform to Analyze Global Challenges

Generation has built a global research platform to integrate sustainability research into fundamental equity analysis.

We focus on key drivers of global change, including climate change and environmental degradation; macroeconomics, poverty and development; water and natural resource scarcity; pandemics and healthcare; and demographics, migration and urbanization.

These global challenges pose risks and opportunities that can materially affect a company's ability to sustain profitability and deliver returns. Our research plays an important role in forming our views on the quality of the business, the quality of management and valuation.
A Diverse Advisory Board

Our Advisory Board, convened by our Chairman Al Gore, helps set our long term thematic research agenda into global sustainability issues. The Advisory Board is a diverse set of global thinkers who help us anticipate the changing context for business.
Vision

Generation's vision is to mainstream sustainability in the capital markets, and our core values reflect a commitment to responsible citizenship. Five percent of the profitability of the firm is allocated to the Generation Foundation, which will support global non-profit sustainability initiatives.

Global Equity is Generation's flagship product. We invest in long-only, global, public equities with a concentrated portfolio of 30-50 companies. We invest in high quality businesses and management teams whose securities are attractively priced to deliver excess returns over the long term.

    * We Buy High Quality Businesses: Dominant market positions, strong entry barriers, predictable future, pricing power, and secular growth trends
    * With High Quality Management Teams: Culture of integrity, respect for shareholders, well managed for the long term
    * At the Right Price: Key to our success is our price discipline and the ability to buy companies at sufficiently attractive prices to deliver performance

Long Term Focus

Long term investing implies identifying companies with an enduring capability to create value and sustain competitive advantage. Generation believes investment results for long-only equity strategies are maximized by taking a long-term investment horizon because a majority of a company's value is determined by its long-run performance.
High Conviction Investing

A concentrated approach allows maximum leverage of an intense research effort. We make investments only when we have high levels of conviction.