David Blood

David Blood co-founded Generation Investment Management in 2004 with former US Vice President Al Gore. The firm manages equity portfolios using sustainability analysis as the primary lens for identifying competitive advantage and long-term value. Generation's thesis — that sustainability and profitability are aligned over long time horizons — was viewed skeptically when they launched but has been validated by strong long-term performance. Generation's approach to integrating ESG factors as fundamental investment analysis, rather than as a screened overlay, influenced how institutional investors approach sustainability. By treating sustainability as a genuine source of investment insight rather than a constraint on the investment universe, Generation helped establish a rigorous intellectual framework for ESG investing that predated and shaped the broader industry's approach to integrating environmental, social, and governance factors into mainstream equity analysis.