Generation
Generation IM Global Equity Strategy
Global
Jul 2026 → Oct 2026
Our archive holds 2 letters from this strategy, behind 5 investment theses and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Generation for every strategy.
Performance
as of Jun 30, 2026 · net of fees
- Inception · /yr+10.9%index +9.1%
Index: benchmark
| Since inceptionper year | |
|---|---|
| Generation IM Global Equity Strategy | +10.9% |
| benchmark | +9.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
In both cases, developments damaged our view of the quality of the business, its management, or both, and we exited the positions.
Alongside our exit from Cooper Companies, we exited Charles Schwab.
during the past quarter we initiated a position in Synopsys.
In both cases, developments damaged our view of the quality of the business, its management, or both, and we exited the positions.
Also held
Its investment theses
- MicrosoftOct 2026Microsoft is expected to generate sustainable recurring AI revenue and act as a key conduit for AI adoption across the economy.
- SynopsysOct 2026Synopsys is attractive because it dominates chip-design software and benefits from high switching costs and a moated position.
- ASMLOct 2026ASML is attractive because it is the sole supplier of EUV lithography machines and sits at a critical, moated bottleneck in the chip supply chain.
- Cadence Design SystemsOct 2026Cadence Design Systems is attractive because it jointly dominates chip-design software and benefits from high switching costs.
- West Pharmaceutical ServicesJul 2026West Pharmaceutical Services makes injectable-drug packaging components and is attractive for its entrenched market share, regulatory and biologics tailwinds, high margins, and strong management.