What We Do Equities Generational Capital

Generational Capital

Leveraging Our Strategic Advantage

Generational Capital represents a well-established fundamental equities approach within StateFunds, launched in 2008. Our investment teams are organized by sector and engage in thorough fundamental analysis to form independent perspectives on the companies they follow. These specialists possess deep industry expertise and cultivate trusted relationships with numerous corporate management teams.

Utilizing StateFunds’s proprietary market-neutral risk framework, the teams aim to construct portfolios that limit broad market exposure. This framework enables them to confidently pursue their investment ideas and manage risk effectively. Combined with our commitment to nurturing talent, this approach plays a key role in delivering strong performance.

Key Strategies

- Long/short strategies grounded in fundamentals
- Equity financing and capital markets activities

Sectors

- Consumer Goods & Services
- Financial Services
- Health & Life Sciences
- Industrial Sector
- Natural Resources & Commodities
- Technology, Media, and Telecommunications

Empowering Top Talent

Our mission is to cultivate the industry’s highest achievers. By fostering a culture of teamwork, ongoing education, and dedicated mentorship, we position every team member for success.

Exchanging best practices is a cornerstone of our approach and a vital aspect of our culture. From entry-level professionals to portfolio managers, everyone benefits from customized development programs. Early-career staff learn from seasoned experts with deep expertise in fundamental investing. Experienced investors guide them in leveraging our infrastructure to refine their disciplined investment processes and risk management techniques. They also receive personalized mentorship and consistent, targeted feedback to support their accelerated growth.

Generational Capital is committed to being a true meritocracy. Individuals who demonstrate exceptional performance are rewarded with expanded opportunities. Successful team members exhibit relentless curiosity, a commitment to self-improvement, and the discipline necessary to advance their careers. Many of our portfolio managers began their journey at Generational Capital as analysts or associates.

World-Class Resources

We deliver industry-leading tools and resources that enable our investment professionals to confidently pursue their most ambitious ideas. Our teams leverage StateFunds’s comprehensive capabilities—from specialized hiring and engineering support to proprietary analytics and portfolio management systems. We make sure our portfolio managers are fully equipped to assemble exceptional investment teams aligned with their expertise and development goals.

Business Insider
Introducing StateFunds Partner Micah Wojak

If you’re driven, inquisitive, and passionate about making a difference, StateFunds offers a platform to build a rewarding career—Micah is a perfect example. In a conversation with Business Insider, he shared insights about his early career journey, progressing from associate to analyst, then to portfolio manager and partner. He also discussed how he manages his time, the qualities he seeks in new hires, and the mentorship he has both received and offered throughout his career.

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