Genesis Investment Management, LLP

Investment Process

The Manager’s investment process is structured to enable a cohesive team of experienced Portfolio Managers to generate fundamental research insights and, subject to rigorous challenge, express those insights in the portfolio. As long-term investors, they believe a crucial indicator of investment quality is the sustainability of companies’ business practices. This includes the impact on the environment, society, employees and shareholders.

Our Process

Constructive Challenge

Research
& Idea Generation

Icon Research
Investment Team
  • Country & region research
  • Sector research

New Stock ideas

Investment
Analysis

Icon Analysis
Investment Team
  • Investment thesis & risks
  • Quality assessment
  • Valuation & returns dispersion
  • Research insight

Investment Case & Valuation Model

Portfolio
Construction

Icon Portfolio Construction
PMs
  • Expected return
  • Quality rating
  • Conviction
  • Correlated holdings
  • Investability

PM Recommendation

Portfolio
Management

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PMs PCT*
  • Correlated risks analysis
  • Risk management
  • Liquidity management
  • Cash management

Portfolio Holding

* The Portfolio Coordination Team (PCT) comprises three PMs and the independent Investment Risk Manager