Generation Investment Management

We invest globally in growth-stage, private companies with proven technology and commercial traction, run by talented mission-driven management teams

We invest in sustainable companies which are likely to be sufficiently established that we believe that they could be publicly listed, however, their management teams would prefer to be supported by private investors with an aligned, long-term perspective

Global Equity Q4 2022 Investor Letter

The past few years have certainly been ‘interesting’, and as a result there is much to unpick in this letter We start with performance

Charged: A History of Batteries and Lessons for a Clean Energy Future by James Morton Turner

Few people pay much attention to batteries Yet, they have a crucial role to play in moving us towards a net-zero world

WEKA Raises $135M to Fuel Hypergrowth and Global Expansion

Former Vice President Al Gore is a Founding Partner and Chairman of Generation Investment Management He was inaugurated as the forty-fifth Vice President of the United States on 20 January 1993 and served eight years

He is the author of Earth in the Balance, An Inconvenient Truth, The Assault on Reason, Our Choice: A Plan to Solve the Climate Crisis, and The Future: Six Drivers of Global Change He was awarded the 2007 Nobel Peace Prize, along with the Intergovernmental Panel on Climate Change for "informing the world of the dangers posed by climate change ” David Blood is a Founding Partner and Senior Partner of Generation Investment Management Previously, David spent 18 years at Goldman Sachs including serving as CEO of Goldman Sachs Asset Management David received a BA from Hamilton College and an MBA from Harvard Business School

David is chairman of Just Climate and Social Finance UK and co-chair of the World Resources Institute and on the board of On the Edge Conservation David is also a life trustee of Hamilton College

Lisa Anderson joined Generation Investment Management in 2004 and is Chief Operating Officer and Chief Risk Officer Previously, Lisa served in various project management roles at Goldman Sachs Lisa was also a project analyst for Countrywide Bank in New Zealand and a financial accountant at UBS, PaineWebber and Prudential Holborn

Lisa is a fellow of the Association of Chartered Certified Accountants

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

Esther Gilmore joined Generation Investment Management in 2007 and is Global Head of the Client Team Previously, Esther was an analyst at Sustainable Asset Management, a sustainability consultant at Matrix+ International and a financial analyst at ING Barings and Barclays

Esther received a BCom/BA from The University of Queensland, a master’s degree in Environment from The University of Melbourne, and a Graduate Diploma in Applied Finance and Investment from the Financial Services Institute of Australasia

Esther serves on the Global Advisory Council of Tobacco Free Portfolios and is a member of the European Council for Global Conservation, The Nature Conservancy

Colin le Duc is a Founding Partner of Generation Investment Management, a founding member of the Growth Equity strategy and a member of the Just Climate management committee He is also Head of Generation’s San Francisco office Previously, Colin worked for Sustainable Asset Management in Zurich, Arthur D Little in London and Total in Paris

Colin received a BSc in International Management and Modern Languages from the University of Bath in the UK He has lived in nine countries across four continents Colin serves on the boards of the non-profit organisations NatureBridge and Ocean Conservancy

Alexander Marshall joined Generation Investment Management in 2011 and is General Counsel and Compliance Oversight Officer Previously, Alex was head of legal for the investment management division of Goldman Sachs outside the Americas and a senior counsel at Clifford Chance

Alex received an LLB (Hons) and a Diploma in Legal Practice from the University of Edinburgh and a Masters in Corporate and Commercial Law from the London School of Economics and Political Science Alex is admitted as a solicitor by the Law Society of Scotland

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

Lila Preston joined Generation Investment Management in 2004 and is Head of the Growth Equity strategy Previously, Lila was a director of finance and development at VolunteerMatch in San Francisco Lila was also a Fulbright Fellow in Southern Chile Lila received a BA in English and Latin American Studies from Stanford University and an MBA from London Business School Lila speaks fluent Spanish

Lila serves on the board of Nature’s Fynd and as a board observer for CiBO Technologies, Optoro and Pivot Bio She is also on the Board of Advisors at Columbia University’s Mailman School of Public Health and is a Young Global Leader of the World Economic Forum

We are always open to receiving applications from individuals with a view to strengthening and diversifying our workplace.