Generation Investment Management Global Equity Strategy’s Q3 2024 Investor Letter

Generation Investment Management, an investment management firm, released its “Global Equity Strategy” third quarter 2024 investor letter. Despite the significant social harm caused by inflation, household incomes continued to rise and unemployment rates stayed low. Though recession may still occur, with interest rates declining, the market should be able to anticipate better times to come. The firm believes that it is well-positioned for future growth. As of September 30, 2024, the Global Equity strategy had USD 28.1 billion in total assets under management. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Generation Investment Management Global Equity Strategy’s Q3 2024 investor letter can be downloaded here.