Generation Investment Management (GIM) was co-founded in 2004 by David Blood and Al Gore. The fund is a long-only equity fund with a long-term focus. GIM targets liberals and left-leaning investors who are more sensitive about environment, ethics, labor unions, etc. That’s why they invest in only those companies that are socially and environmentally responsible, and have good corporate governance policies. Generation Global Equity Fund has $6 Billion in assets under management in early 2011 and is said to return more than 50% during the 12 months ending in March 2010. David Blood was formerly the chief executive of Goldman Sachs Asset Management. Former Vice President Al Gore works one day a week for the fund.
| Fund Name: | Generation Investment Management |
| Manager | David Blood And Al Gore |
| Portfolio Value | $4,923,685,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | HSIC | 4,233,714 | $391,830 |  |
7.95% | |
| 2.) | DHR | 6,077,764 | $377,733 | |
7.67% | |
| 3.) | BDX | 3,758,882 | $359,387 | |
7.29% | |
| 4.) | WAT | 3,445,259 | $323,544 | |
6.57% | |
| 5.) | QCOM | 4,716,104 | $315,743 | |
6.41% | |
| 6.) | MSCI | 8,878,192 | $301,237 | |
6.11% | |
| 7.) | VAR | 3,681,602 | $265,075 | |
5.38% | |
| 8.) | NLSN | 6,989,499 | $250,364 | |
5.08% | |
| 9.) | GWW | 1,041,582 | $234,335 | |
4.75% | |
| 10.) | JLL | 1,934,705 | $192,329 | |
3.9% |
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