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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.

  1. 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.