Generation Investment Management LLP 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2023-09-30 (13.00% strategy return, 10.11% benchmark, 2.89% excess, 14.15% turnover), while the weakest was 2025-12-31 (-4.19% strategy return, 9.57% benchmark, -13.75% excess, 34.74% turnover). Those periods should be read alongside baseline metrics of return 12.11%, alpha -1.07%, beta 0.99, Sharpe 0.69, Sortino 0.87, and max drawdown -35.12% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by MSFT (Microsoft Corporation) 15.75%, DHR (Danaher Corporation) 13.13%, and AMZN (Amazon.com, Inc.) 10.71%, with sector exposure of Information Technology 30.37%, Health Care 30.10%, and Consumer Discretionary 18.46%. The baseline metrics show return 12.11%, alpha -1.07%, beta 0.99, Sharpe 0.69, Sortino 0.87, and max drawdown -35.12%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
The latest change list shows MSFT unchanged to 15.75%; DHR unchanged to 13.13%; AMZN unchanged to 10.71%. Combined with top 5 52.69%, top 10 77.27%, top 20 99.75%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.