Our approach
We invest in sustainable companies which are likely to be sufficiently established that they could be publicly listed. However, their management teams would prefer to be supported by private investors with a long-term perspective that aligns with their ambitions.
Team
Our Long-term Equity team draws on Generation’s research, experience and relationships to help identify companies that could be suited to long-term, sustainable private investments.
Forces
We are interested in understanding the forces shaping company profitability and value. Our focus is on business infrastructure companies that we believe can play a part in driving sustainability in their industries.
Analysis
Our analysis assesses long-term embedded drivers of change, understanding externalities and considering all stakeholders with a goal of achieving better long-term alignment than exists with other forms of company ownership.
Deepening Convictions
Once we have identified companies that could be suitable candidates for our Long-term Equity strategy, we apply Generation’s investment methodology to deepen our conviction on whether they are high-quality companies that we believe will thrive in the long term. We seek to invest in sustainable businesses providing products or services consistent with a net zero, prosperous, equitable, healthy and safe society.
Our investments
The search for quality is at the core of our investment analysis and diligence. We integrate fundamental analysis and sustainability factors to assess the quality of a business and its management team. We believe this helps us to have a differentiated discussion on how we can support their ambitions and long-term, sustainable value creation in the companies they lead.
In 2018 we established our Long-term Equity investment strategy with an investment in FNZ, a sustainable global platform-as-a-service provider to the investment sector, in partnership with Caisse de dépôt et placement du Québec (CDPQ), a Canadian institutional investor. In 2021, Temasek, a Singaporean institutional investor, also invested in the FNZ partnership.
Our team
Our team has extensive private equity and growth investing experience. We share a commitment to demonstrating the benefits of long-term, sustainable private investment for companies and investors.
If you are an established private company, please contact us if you are interested in long-term equity investment.