Our Approach
An investment process refined by experience.
Each portfolio at Generation Investment Management is the product of a process — one constructed over twenty-seven years and applied without exception, from the foundational Heritage mandate to the bespoke Westminster Trust.
Capital Preservation
Risk is sized, stressed and governed before any opportunity is sought. We define what we will not lose before we consider what we might gain.
Strategic Allocation
Multi-asset, multi-geography portfolios constructed to perform across cycles — not to win in any single one.
Active Stewardship
Holdings are reviewed monthly by the investment committee and rebalanced with discipline, not sentiment.
Liquidity Design
Each mandate is engineered with a precise liquidity profile, matched to the client's drawdowns and obligations.
Ethical Conviction
ESG considerations are integrated at the security level; controversial sectors are excluded by default.
Transparent Reporting
Quarterly reports, real-time digital access, and an annual review with your portfolio manager.
The Investment Committee
A single hand on every portfolio.
Every Generation Investment Management mandate is overseen by the firm's investment committee — five senior practitioners whose combined experience spans more than 140 years of London market practice. The committee meets weekly to review macro positioning, asset allocation and risk, ensuring that every portfolio under the firm's care reflects a single, considered view.
140+
Combined years of experience
Weekly
Investment committee cadence
5
Senior committee members
1
Unifying investment view