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 increase—potentially tripling if a third of internet users engage with AI via voice for 20 minutes daily. Currently, the market penalizes strong companies that don’t play the ‘beat and raise’ game. As of December 31, 2025, the Global Equity strategy has total assets under management of USD 21.0 billion. In addition, you can check the portfolio’s top 5 holdings to find out its best picks for 2025.
In its fourth-quarter 2025 investor letter, Generation Investment Global Equity Strategy highlighted stocks like Jones Lang LaSalle Incorporated (NYSE:JLL). Jones Lang LaSalle Incorporated (NYSE:JLL) is a leading commercial real estate services and investment management company. On March 30, 2026, Jones Lang LaSalle Incorporated (NYSE:JLL) closed at $297.00 per share. One-month return of Jones Lang LaSalle Incorporated (NYSE:JLL) was -4.13%, and its shares gained 20.73% over the past 52 weeks. Jones Lang LaSalle Incorporated (NYSE:JLL) has a market capitalization of $14.02 billion.
Generation Investment Global Equity Strategy stated the following regarding Jones Lang LaSalle Incorporated (NYSE:JLL) in its fourth quarter 2025 investor letter:
“We also removed Jones Lang LaSalle Incorporated (NYSE:JLL), not because its products or management worsened, but because its competition improved, such that we believe JLL is no longer a stand-out company in the industry. Over the past year we have created a narrower, more concentrated portfolio that we believe is better than ever before. Our internal measure of ‘business quality’ is at an all‑time high.”
Jones Lang LaSalle Incorporated (NYSE:JLL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 42 hedge fund portfolios held Jones Lang LaSalle Incorporated (NYSE:JLL) at the end of the fourth quarter, up from 40 in the previous quarter. While we acknowledge the risk and potential of Jones Lang LaSalle Incorporated (NYSE:JLL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Jones Lang LaSalle Incorporated (NYSE:JLL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Jones Lang LaSalle Incorporated (NYSE:JLL) and shared a list of must-buy real estate stocks to invest in. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
