Global Equity Strategy
Generation's Global Equity strategy commenced in 2005 and invests in a long-only, global, concentrated portfolio of 30-60 listed companies. We aim1 to invest in high quality businesses and management teams whose securities are attractively priced to deliver excess returns over the long term.
- We Seek Out High Quality Businesses: Dominant market positions, strong entry barriers, predictable future pricing power, and secular growth trends
- With High Quality Management Teams: Well managed for the long term, a culture of integrity, respect for shareholders, well managed for the long term
- At the Right Price: We believe that key to our success is the exercise of price discipline; we strive to buy companies at sufficiently attractive prices to deliver performance
High Conviction Investing
A concentrated approach allows maximum leverage of our intense research effort. We make investments only when we have high levels of conviction.
- Although Generation seeks to provide superior investment performance, potential investors should be aware that this is an aspiration and there is no guarantee that this goal will be obtained.↩