Generation
Generation Investment Management
Dec 2025 → Mar 2026
Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years — follow all of Generation for every strategy.
Its investment theses
- SikaMar 2026Sika is a specialty chemicals company with mission-critical products, strong competitive advantages, and long-term growth tailwinds in construction and infrastructure.
- AdyenDec 2025Adyen is a differentiated global payments platform with a unified modern stack, scale, and long-term culture that create durable moats, improving performance, and a long runway across omni-commerce and embedded finance.