Sectoral Asset Management

Since its founding in 2004, Generation has played a pioneering role in the development of sustainable and environmental, social and governance (ESG) investing. Our vision is a sustainable world in which prosperity is shared broadly, in a society that achieves wellbeing for all, protects nature and preserves a habitable climate. We seek to pursue our vision with urgency through our mission which is to deliver long-term, attractive, risk-adjusted investment returns and positive impact, and to advocate for the adoption of sustainable investing by the wider market. This mission also unites our global client base of asset owners, for whom we manage or supervise approximately USD 46.2 billion (as of 31 March 2024). Generation is also a Certified B Corporation. B Corps are businesses that meet the highest standards of verified social and environmental performance, public transparency and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy. Sustainable investing We see long-term investing as best practice and sustainability as the organising construct of the global economy. We use ESG factors as tools to evaluate the quality of businesses and management teams. We believe this approach reveals important and relevant insights that other investment frameworks may leave undiscovered – and that these insights ultimately lead to long-term, attractive, risk-adjusted investment returns. This makes us think differently about what drives and influences the performance of companies. It compels us to ensure that rigorous sustainability analysis is fully integrated into every investment decision we take. OUR CORE VALUES Ethical standards: We expect the highest ethical standards in our work and in our personal lives. Teamwork: Teamwork underpins our one-firm culture. Inclusion & diversity: Inclusion and diversity, in the broadest sense, help drive our success. Respect & dignity: Each of the individuals with whom we work is entitled to respect and dignity. Excellence: We aim for excellence in all that we do. Commitment: We are committed to rigorous research, curiosity and continuous learning. HOW WE WORKWe recognise complacency, hubris and loss of reputation to be the greatest risks to our business. We seek long-term client partnerships by ensuring our interests are fully aligned with those of our clients and delivering differentiated investment insight and exceptional client service. We seek to attract, develop and retain the best professionals with whom we share a commitment to our Mission and Core Values within a passionate investment culture. We are an independent, broadly owned and managed private partnership. We encourage all our colleagues to think and act like owners. We are committed to remaining a boutique investment firm. We recognise and accept our responsibility to the communities in which we live and work, and to the world community. We are mindful of ways to help our colleagues fulfil their personal responsibilities, and we actively encourage philanthropic engagement. We strive to promote a more sustainable form of capitalism through engagement with our clients, portfolio companies and the broader financial markets. The Generation Foundation is an important element of this work.

It’s how we help our clients Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations, and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide the ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good…it’s like nothing you’ve seen before from an investment management firm.

Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions, and corporations. The firm oversees more than $95 billion of client assets. Headquartered in New York City, the firm has over thirty offices across the United States. Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 140-year history of excellence in global family office and investment management of the Rockefeller family.

Aditum Investment Management Limited is an independent and privately-owned asset management company with a Category 3C license to service professional clients only, is established in the DIFC and regulated by the DFSA. Established in 2018, Aditum aims to become a leading investment management organisation by offering GCC investors a range of global asset management solutions, predominantly alternative, through investment funds, separately managed accounts and structured products, both managed in-house and with globally renowned investment partners. Aditum focuses predominantly on absolute returns while all the time providing an outstanding service to its clients. As an investment boutique, it takes pride in attracting and retaining talented members of staff across all functions. The company will continue to meet the emerging needs of its clients who are seeking increased diversification (and who have a bias towards income generating products); it will seek to build investment capabilities that predominantly offer clients access to lower correlated asset classes, balancing risk, return and volatility. Aditum believes that the combination of strong leadership, highly experienced industry specialists and unique investment opportunities makes it an appealing alternative solution to traditional asset managers.

Fidante Partners forms long-term alliances with talented investment teams to support and grow specialist investment management businesses. Through these strategic partnerships, we’re able to provide investors with some of the world’s most compelling investment strategies. We are a global investment management business with approximately $110 billion in assets (as at 30 June 2021) and form part of the Challenger Limited Group, an ASX-listed investment management firm. Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.

Our unique culture combines inquisitive thinking with rigorous discipline, enabling us to identify and execute on opportunities with high conviction. HighVista is a preferred partner for investors looking beyond the standard playbook for differentiated ideas that can amplify returns.