Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2025 investor letter. A copy of the letter is available to download here. In 2025, uncertainty and distortion shaped the market. The letter highlights the need for patient, quality-focused investing. The firm believes its portfolio is well-positioned for future success, as current trends driving underperformance will ultimately lead to better results. The research indicates that sectors in AI will provide long-term value, especially as global computing demands...
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