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TIM FREDERICK in Hedge Funds – News Top Tech Stocks of David Blood and Al Gore’s Generation Investment Management

“Generation Investment Management (GIM), founded in 2004 by David Blood and Al Gore is a long-only equity hedge fund managing a public equity portfolio valued at $7.17 billion as of March 31. The fund has a strong presence in technology stocks, with them representing 45% of the value of its portfolio, while healthcare stocks made up another large chunk, at 29%. Gore, the former vice president, works at the fund one day per week. Given its expertise and focus on tech, we’ll look at the fund’s top tech stock picks in this article.”

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