1
Result
Generation Investment Management (613002)
by
Sandra J. Sucher and
Matthew Preble
- JULY 2012
By January 2020, sustainable investment firm Generation Investment Management
(Generation), founded in London in 2004, had grown from a shared vision among seven founders to
a 90-person firm managing $27 billion in public and private equity. Throughout its history,
Generation had worked towards its mission of seeking to generate superior financial returns by
investing in sustainable companies that created long-term value. The case examines Generation’s
investment process in general, and in particular with respect to a global manufacturer of
agricultural equipment. It also examines some of the strategic decisions and challenges facing the
firm.
Key Themes: Social and environmental themes may be both values-aligned and an “untapped” source
of value in the public markets. However, defining and comparing impacts poses a challenge
in execution.