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