Generation Investment Management’s Investment Thesis for Agilent Technologies (A)

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be downloaded here. The impact of the trade war extends beyond immediate fluctuations in market averages. The new administration has also reversed the prevailing market narrative of 2024. While the firm remains focused on the assets that can compound through periods of volatility as well as in benign conditions. As of March 31, 2025, the Global Equity strategy had USD 22.3 billion in total assets under management. In...