We are a team of portfolio managers and capital advisors dedicated to helping clients achieve their goals
Portfolio Management
Provides discretionary managed accounts on behalf of high net worth individuals and institutions.
Learn More →Capital Advisory
We work with corporate clients offering a range of financing and advisory services to achieve their objectives.
Learn More →INVESTMENT STRATEGIES
Our aim is to offer world class equity, income, and alternative investment strategies
View All →U.S. CLIENTS
Form CRS — our client relationship summary
For our U.S. clients, our Form CRS provides a concise overview of our services, fees, conflicts of interest, and standard of conduct.
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Long Live Value Investing
Some have argued that value investing is dead. Growth names have considerably outperformed. Passive (index-linked) investments now represent the majority of ETFs and mutual funds. These two phenomena have been reinforcing because the growth companies—pricier companies whose valuations tend to overshoot as growth is prized—represent such a disproportionate portion of major indices.
To us, the answer is simple; by employing the tenets of value investing we can buy high-quality undervalued securities that are being ignored, while avoiding poor quality or expensive ones.
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Why Generation for Investment Grade Income
With over 25 years of experience navigating fixed income markets, Generation is your trusted partner for constructing diversified investment grade portfolios.
On Competitive Advantage
We believe the intensive study of industries, business models, and management teams in the context of competitive advantage is critical in constructing investment portfolios. At Generation, we prefer to invest in high-quality businesses with sustainable and growing competitive advantages run by great managers.