Our Asia Equity strategy was established in 2011 as a way to delve deeper into business and management quality analysis in a region that is a major engine of growth and investment for global companies and a deep source of new business development. The central role that Asia will play in addressing sustainability challenges has only become clearer over time.
Our investment process
We undertake in-depth research to apply our investment strategy. We construct portfolios of sustainable companies with the confidence derived from deep research and analysis.
Building our portfolio
We focus on two aspects of quality: attractiveness and robustness of a company’s business model (Business Quality) and how well a company is managed and governed (Management Quality).
Collaboration across the Global and Asia Equity teams leverages intellectual capital and resource across both strategies.
Vikas Jain joined Generation Investment Management in 2010 and is co-Portfolio Manager of the Asia Equity strategy, covering Indian markets. Previously, Vikas was a project manager at Inductis and an equity analyst intern at Putnam Investments.
Vikas received a BTech in Electrical Engineering from the Indian Institute of Technology Mumbai and an MBA from Columbia Business School. Vikas is a native Hindi speaker.
Michael McBrinn joined Generation Investment Management in 2009 and is co-Portfolio Manager of the Asia Equity strategy, covering the Global Financials sector. Previously, Michael was an analyst at Pendragon Capital, and an investment banking analyst at UBS.
Michael received a BA in Business Studies from Trinity College Dublin and a master’s degree in Management from ESCP Europe. Michael speaks fluent French and Spanish.
Joel Li joined Generation Investment Management in 2022 and is a member of the Global Equity and Asia Equity strategies. Previously, Joel was an analyst with Marshall Wace Asset Management and Morgan Stanley Infrastructure Partners.
Joel received a BA in Economics and Environmental Engineering from Yale University. While at Yale, he wrote his thesis on the efficiency of carbon markets in China under the guidance of William Nordhaus. Joel speaks Swedish and Mandarin.
Tiantian Li joined Generation Investment Management in 2016 and is a member of the Global Equity and Asia Equity strategies, covering Asian markets. Previously, Tiantian was an equity research analyst at Credit Suisse covering European capital goods.
Tiantian received a BSc in Economics from the London School of Economics and Political Science. Tiantian is a CFA Charterholder. She is a native Mandarin speaker.
Kaushik Suresh joined Generation Investment Management in 2019 and is a member of the Global Equity and Asia Equity strategies, covering Asian markets. Previously, Kaushik worked for Kedaara Capital Investors LLP, a private equity firm pursuing control and minority investment opportunities in India. He also worked for Tata Opportunities Fund.
Kaushik received a BA in Engineering from Jadavpur University and an MBA from the Indian Institute of Management Ahmedabad.
Iris Youldon-Zhang joined Generation Investment Management in 2017 and is a member of the Asia Equity strategy. Previously, Iris worked as a business development manager at Clifford Chance in Hong Kong.
Iris graduated with a Bachelor of Commerce from the University of Western Australia.