Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter. A copy of letter can be downloaded here. The strategy’s recent net performance was behind market averages. Since the fund’s inception, the strategy has underperformed for about 8% of the time on a rolling five-year basis. Several factors have contributed to the current underperformance, including not owning Nvidia, which explains about a third of the relative underperformance year-to-date. In addition, please check the fund’s top five...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.