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HTTP://WWW.GENERATIONIM.COM • LONDON, X0 • Investment Advisor How do I update this listing?
Generation Investment Management LLP is based out of London. Generation Investment Management LLP is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-02-01). Their last reported 13F filing for Q4 2018 included $11,922,705,000 in managed 13F securities and a top 10 holdings concentration of 59.59%. Generation Investment Management LLP's largest holding is Schein (Henry) Inc. with shares held of 12,506,735. Generation Investment Management LLP has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 53 13F filings, 1 13D filings, and 68 13G filings
12/31/2018
12/31/2018
12/31/2018
12/31/2018
12/31/2018
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14
Performance for Q4 2018: | 3.38% |
Performance Last 4 Quarters: | 7.56% |
Stdev (5-yrs): | Subscription required | BETA (5-yrs): | Subscription required | ALPHA (3-yrs): | Subscription required |
Max Drawdown (all-years): | Subscription required | Annualized Perf (3-yrs): | Subscription required | Batting Avg vs S&P. (3-yrs): | Subscription required |
Sortino (3-yrs): | Subscription required | Stutzer (3-yrs): | Subscription required | Treynor (3-yrs): | Subscription required |
Sterling (3-yrs): | Subscription required | Calmar (3-yrs): | Subscription required | Information Ratio (3-yrs): | Subscription required |
Tracking Error (3 yrs): | Subscription required | Stdev Down (3-yrs): | Subscription required | Winning Months %: | Subscription required |
Losing Months %: | Subscription required | Best 12 Months: | Subscription required | Worst 12 Months: | Subscription required |
Efficiency Ratio (3-yrs): | Subscription required | Sharpe: | Subscription required | Stdev Sectors: | Subscription required |
Skewness (3-yrs): | Subscription required | Kurtosis (3-yrs): | Subscription required | Upside Potential (3-yrs): | Subscription required |
SEC Registration as : | |
Form of Organization: | Limited Liability Partnership |
Organized in: | |
Number of employees: | |
Other Business Activities: | commodity pool operator or commodity trading advisor |
Advisor Fees/Compensation: | |
Amount of client funds and securities: | |
Total Number of Clients: | 0 |
Amount of client funds and securities by related persons: | |
Total Number of clients from related persons: | |
Disclosures: |
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Contains transactions from January 1st, 2015 on.
Holder | Issuer | Transaction Date | Number of Voting Rights | % of Voting Rights |
---|---|---|---|---|
GENERATION INVESTMENT MANAGEMENT LLP | RIGHTMOVE | 2017-09-29 | 4,583,127 | 5.001% |
GENERATION INVESTMENT MANAGEMENT LLP | Dial Global Inc Ordinary | 2015-11-05 | 6,532,248 | 20.1% |
GENERATION INVESTMENT MANAGEMENT LLP | AO WORLD PLC ORD SHS (UK) | 2015-06-08 | 16,713,547 | 3.97% |
GENERATION INVESTMENT MANAGEMENT LLP | KINGSPAN GRP | 2015-05-18 | 6,826,811 | 3.87% |
Holder | Issuer | Transaction Date | Number of Voting Rights | % of Voting Rights |
---|---|---|---|---|
GENERATION INVESTMENT MANAGEMENT LLP | Dial Global Inc Ordinary | 2015-10-30 | 6,198,837 | 19.07% |
GENERATION INVESTMENT MANAGEMENT LLP | Dial Global Inc Ordinary | 2015-10-29 | 6,173,837 | 18.99% |
GENERATION INVESTMENT MANAGEMENT LLP | Dial Global Inc Ordinary | 2015-07-31 | 5,581,362 | 17.17% |
GENERATION INVESTMENT MANAGEMENT LLP | KINGSPAN GRP | 2015-05-07 | 8,690,245 | 4.93% |
GENERATION INVESTMENT MANAGEMENT LLP | KINGSPAN GRP | 2015-03-11 | 10,147,495 | 5.89% |
GENERATION INVESTMENT MANAGEMENT LLP | KINGSPAN GRP | 2015-02-25 | 11,057,787 | 6.44% |