Generation Investment Management Global Equity Strategy’s Q4 2023 Investor Letter

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2023 investor letter. Markets fared fairly well in 2023, in part due to the hype surrounding generative AI. The atmosphere is still difficult, though. In 2023, holdings in consumer-facing and technology firms boosted the returns of the fund while real estate and healthcare were hindered. (There are, of course, exceptions on both sides). Positively, businesses associated with the revolution in generative AI have increased returns. In addition, you can check the top 5 holdings of the fund to know its best picks in 2023.

A copy of Generation Investment Management Global Equity Strategy’s Q4 2023 investor letter can be downloaded here.