Generation Investment Management

Generation Investment Management (GIM) is a prominent investment firm co-founded in 2004 by former US Vice President Al Gore and David Blood. Headquartered in London, GIM distinguishes itself through a long-term investment approach deeply integrated with sustainability research. The firm believes that companies with strong sustainability practices are better positioned for long-term financial outperformance. Their investment philosophy spans both public and private equity markets, focusing on businesses that are leaders in their respective sectors and contribute positively to environmental and social outcomes.

GIM's investment strategy is highly selective, targeting companies that address global sustainability challenges, such as climate change, resource depletion, and social inequality. They invest across various themes including sustainable solutions, future of finance, and health and wellness. The firm typically engages with management teams to foster sustainable growth and improve long-term value creation. Their commitment to sustainability is not merely an ethical stance but a core part of their rigorous financial analysis, aiming to identify resilient and innovative businesses.

Over the years, Generation Investment Management has raised significant capital, demonstrating its commitment to its unique investment thesis. For instance, their Long-Term Equity strategy, which invests in public companies, has seen substantial inflows. In the private equity space, GIM has deployed capital from various funds, including their Growth Equity strategies. While specific first check sizes can vary depending on the fund and opportunity, their private growth equity investments often range from tens of millions to hundreds of millions of dollars, reflecting their focus on scaling businesses with proven models. The firm's assets under management have grown considerably, reaching approximately $40 billion across various strategies by early 2024, underscoring their significant presence in the sustainable investment landscape.