The Art of Concentrating Investments: Decision-Making in Portfolio Management

David Blood is co-founder and Senior Partner of Generation Investment Management, a pioneering sustainable investing firm he started with seven partners in 2004, including Vice President Al Gore. Our conversation covers the importance of culture in organizations, building businesses at Goldman Sachs, and David’s fortuitous introduction to Al Gore. We turn to Generation’s investment philosophy, principles, and investment process, including its focus on desirable industries, great businesses, and integration of ESG factors in research. We close by looking out at the next 5-10 years and addressing the urgency of the initiatives to improve the climate and social injustice.

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