Our approach

We invest globally in a concentrated, high-conviction portfolio of public companies. We regard the integration of sustainability analysis into every investment decision we make as key to long-term performance. Our sustainability lens gives us a more comprehensive view of the companies in which we invest.

Our long-term horizon gives us the patience to find businesses with high-quality management teams and sustainable business strategies.

We are also focused on paying the appropriate price for every investment and demand a significant margin of safety in every case.

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.

A sustainable company is:

  • One whose current earnings do not borrow from its future earnings

  • One whose sustainability practices drive performance and competitive positioning

  • One that provides goods and services consistent with a net zero, prosperous, equitable, healthy and safe society and

  • One that focuses its external communication on long-term issues

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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).

These criteria are used to select a Focus List of companies, from which our concentrated portfolio is constructed. As high-conviction investors, we concentrate our focus on a select group of companies, follow them closely and understand the detailed nuances of their businesses.

Our team

Rigorous and open debate provides the foundation for our consensus-driven decision-making process, further differentiating our thinking.

Mark

Mark Ferguson

Mark

Mark Ferguson

Mark Ferguson is a Founding Partner and co-Chief Investment Officer of Generation Investment Management, 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

Miguel Nogales

Miguel

Miguel Nogales

Miguel Nogales is a Founding Partner and co-Chief Investment Officer of Generation Investment Management, 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.

Rhona

Rhona Arenas

Rhona

Rhona Arenas

Rhona Arenas joined Generation Investment Management in 2020 and is a member of the Global Equity strategy. Previously, Rhona was a sales associate covering US equities at Robert W. Baird.

Rhona has a BSc (Hons) in Civil Engineering.

Martin

Martin Bray

Martin

Martin Bray

Martin Bray joined Generation Investment Management in 2004 and is a member of the Trading Team. Previously, Martin worked in portfolio construction at Goldman Sachs Asset Management.

Martin received a BSc in Business and Information Technology from Kingston University.

Anne

Anne Channevy

Anne

Anne Channevy

Anne Channevy joined Generation Investment Management in 2016 and is a member of the Global Equity strategy. Previously, Anne held various roles in corporate marketing and equity sales at Exane BNP Paribas, William Blair and Baird.

Anne received a BA (Hons) in English and American Literature from the University of Manchester.

Sara

Sara Cheche

Sara

Sara Cheche

Sara Cheche joined Generation Investment Management in 2021 and is a member of the Global Equity strategy, covering the Global Consumer sector. Previously, Sara was an investment director at CDC Group where she spent over six years focused on emerging markets investing. Sara started her career as a strategy consultant with Boston Consulting Group.

Sara received a BA in Economics from Harvard University and an MBA in Finance from London Business School.

Paul

Paul Coates

Paul

Paul Coates

Paul Coates joined Generation Investment Management in 2008 and is a member of the Trading Team. Previously, Paul worked in the European equities team at Schroder Investment Management.

Paul received a BA in Business Economics from the University of Hertfordshire.

Morgan

Morgan Davies

Morgan

Morgan Davies

Morgan Davies joined Generation Investment Management in 2021 and is a member of the Research Strategy Team. Previously, Morgan was research procurement manager at Pictet Asset Management and began his career at Newton Investment Management.

Morgan received a BA in English Literature from Cardiff University and an MA in the same subject from Warwick University. He completed an Investment Management Certificate and is a CFA Charterholder.

Kathryn

Kathryn Davy

Kathryn

Kathryn Davy

Kathryn Davy joined Generation Investment Management in 2015 and supports the Global Equity strategy. Previously, Kathryn worked at ITV.

Kathryn received a bachelor’s degree in English Language and Literature from the University of Leicester.

Della

Della Deme

Della

Della Deme

Della Deme joined Generation Investment Management in 2013 and is a member of the Research Strategy Team. Previously, Della was the founder of Mrs JetSet Ltd, and a vice president at Gerson Lehrman Group.

Della received a BA in Political Science and Art from Yale University.

Brian

Brian Dineen

Brian

Brian Dineen

Brian Dineen joined Generation Investment Management in 2008 and is a member of the Global Equity strategy, covering the Global Financials sector. Brian is also co-Head of Research for the Global Equity strategy. Previously, Brian was a consultant at McKinsey & Company.

Brian received a BA in Modern History and Economics from Oxford University and a PhD in Economics from Yale University.

Puja

Puja Jain

Puja

Puja Jain

Puja Jain joined Generation Investment Management in 2009 and is a member of the Global Equity strategy, covering the Global Industrials sector. Puja is also co-Head of Research for the Global Equity strategy. Previously, Puja was head of European energy and industrials at Gerson Lehrman Group, a consultant at McKinsey & Company and an intern in alternative energy at BP plc.

Puja received a BSc in Computer Science from McGill University and an MBA from Harvard Business School.

She serves on the advisory board of Educate Girls.

Vikas

Vikas Jain

Vikas

Vikas Jain

Vikas Jain joined Generation Investment Management in 2010 and is a member of the Global Equity strategy, covering the Global Consumer sector. 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.

Nicholas

Nicholas Kukrika

Nicholas

Nicholas Kukrika

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.

Nedko

Nedko Kyuchukov

Nedko

Nedko Kyuchukov

Nedko Kyuchukov joined Generation Investment Management in 2020 and is a member of the Global Equity strategy, covering the Global Industrials sector. Previously, Nedko was a senior analyst and head of research at Westray Capital. Nedko was also an associate at TPG Capital.

Nedko received a dual BA in Economics and Government from Dartmouth College and an MBA from Harvard Business School.

Hamish

Hamish Low

Hamish

Hamish Low

Hamish Low joined Generation Investment Management in 2009 and is a member of the Portfolio Trading and Construction Team. Previously, Hamish was an equity strategist at Execution Limited and a tax accountant at Deloitte.

Hamish received a BSc in Psychology from University College London and a master’s degree in Finance from London Business School. Hamish also trained in law and accountancy and qualified as a Chartered Accountant.

Jessica

Jessica Marker

Jessica

Jessica Marker

Jessica Marker joined Generation Investment Management in 2022 and is a member of the Engagement Team. Previously, Jessica worked for Columbia Threadneedle Investments as a senior analyst in responsible investment.

Jessica received a MSc in Environmental Technology and a BSc in Biology from Imperial College London.

Victoria

Victoria Marr

Victoria

Victoria Marr

Victoria Marr joined Generation Investment Management in 2018 and supports the Global Equity strategy, including the co-Chief Investment Officers. Previously, Victoria worked at Cubico Sustainable Investments, HSBC and Merrill Lynch.

Victoria studied in Glasgow.

Edward

Edward Mason

Edward

Edward Mason

Edward Mason joined Generation Investment Management in 2020 as Head of Engagement. Previously, Edward was with the Church Commissioners for England for 11 years, and was the head of responsible investment since 2014. Prior to working in investment, Edward served for 15 years as a British diplomat, leaving in 2005 to help establish the diplomatic advisory group Independent Diplomat.

Edward received a bachelor’s degree in History from Oxford University.

Fiona

Fiona McGlinchey

Fiona

Fiona McGlinchey

Fiona McGlinchey joined Generation Investment Management in 2017 and is a member of the Research Strategy Team. Previously, Fiona led the banking sales team at Axiom and held a number of roles at Gerson Lehrman Group, most recently leading the legal, economic and regulatory affairs team. Fiona was also a co-founder of Flagship Productions, a theatre company.

Fiona received a BA in History of Art from Trinity College Dublin and an MA in Theatre from the University of London, as well as a Diploma in French Language and Culture from Paris IV.

Oisin

Oisin McNeela

Oisin

Oisin McNeela

Oisin McNeela joined Generation Investment Management in 2018 and is a member of the Global Equity strategy, covering the Global Technology sector. Previously, Oisin worked as a management consultant for Bain & Company and as an emerging equities analyst at Liontrust Asset Management.

Oisin received a BA in Modern History from Oxford University and a Graduate Diploma in Economics from the University of London.

Ram

Ram Narayanan

Ram

Ram Narayanan

Ram Narayanan joined Generation Investment Management in 2015 and is a member of the Global Equity strategy, covering the Global Healthcare sector. Previously, Ram was a US and EU pharmaceutical sell-side research analyst at Citi, an equity analyst at Credit Suisse and founded a financial services distribution and advisory firm in India.

Ram received a BA in Medicine from India’s TN Medical College & BYL Nair Charitable Hospital. He is also a fellow of the Royal Society of Medicine. Ram is a CFA Charterholder.

Rema

Rema Rajeswaran

Rema

Rema Rajeswaran

Rema Rajeswaran joined Generation Investment Management in 2006 and is a member of the Global Equity strategy, covering the Global Healthcare sector. Previously, Rema was an analyst in the healthcare practice at Datamonitor.

Rema received a BSc in Economics from the London School of Economics and Political Science and a master’s in Economics from Oxford University. Rema speaks fluent Malay.

Bethany

Bethany Robinson

Bethany

Bethany Robinson

Bethany Robinson joined Generation Investment Management in 2021 and is a member of the Research Strategy Team. Previously, Bethany worked at Guidepoint.

Bethany received a BA in Economics and Mandarin from Bucknell University.

Elliott

Elliott Rosenthal

Elliott

Elliott Rosenthal

Elliott Rosenthal joined Generation Investment Management in 2014 and is a member of the Global Equity strategy, covering the Global Technology sector. Previously, Elliott was a technology strategy consultant for Booz & Company and a member of the technology strategy team at Microsoft.

Elliott received an MA in Computer Science with Mathematics and Physics from Cambridge University, Gonville & Caius College.

Alice

Alice Townshend

Alice

Alice Townshend

Alice Townshend joined Generation Investment Management in 2021 and is a member of the Global Equity strategy, covering the Global Consumer sector. Previously, Alice was a research director and product head at boutique investment management firm Arisaig Partners, where she specialised in emerging markets businesses.

Alice received a BA in Spanish and Portuguese from King’s College London.

Yasmin

Yasmin Yazdi

Yasmin

Yasmin Yazdi

Yasmin Yazdi joined Generation Investment Management in 2019 and is a member of the Research Strategy Team in London. Previously, Yasmin was a member of the firm’s Corporate Services team in San Francisco and worked in a psychiatric centre.

Yasmin received a BS in Biopsychology from the University of California, Santa Barbara.

German Tax Information

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Generation IM Fund plc (Year ending 31st December 2016)

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Generation IM Fund plc (Year ending 31st December 2015)

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Annual UK Offshore Fund Reporting

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Annual UK Offshore Fund Reporting (Year ending 31st December 2022)

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Annual UK Offshore Fund Reporting (Year ending 31st December 2021)

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Annual UK Offshore Fund Reporting (Year ending 31st December 2019)

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Annual UK Offshore Fund Reporting (Year ending 31st December 2018)

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