Resolution Investors LLP has launched an innovative global equity investment strategy under the name of Core Global Equity. This strategy is designed to take advantage of the growing opportunities associated with the climate transition. The firm aims to revolutionize traditional investment methods by implementing strict climate criteria that identify high-quality companies benefiting from economic decarbonization.
The strategy focuses on a compact portfolio of 30 listed companies, diversified across several sectors and aligned with the MSCI World Index. Offered under a UCITS SFDR Article 9 format, it provides daily liquidity and plans to expand into the United States market with a complementary product.
The team behind Resolution Investors is made up of experienced investors who total more than a century of combined experience. David Lowish, his portfolio manager, underscores the crucial role of the climate transition as a driver of global economic growth. Lowish states that its approach blends a rigorous fundamental analysis with a detailed assessment of the stocks that are at the forefront of emissions reduction.
Andrew Mobbs, co-portfolio manager, highlights the need for strategies that go beyond traditional boundaries, combining quality with environmental sustainability. Akhil Monappa, also co-manager, emphasizes the selection of solid and well-prepared companies for the low-carbon economy, while Rob Brown, director of climate research, highlights Resolution's commitment to companies that positively impact carbon reduction.
Resolution has established a strategic partnership with Harrington Cooper, its minority shareholder, to facilitate access to cross-border assets and enhance its fund management capabilities. This alliance seeks to expand its reach in the global market.
With a team of highly experienced professionals in the fields of investment and sustainability, Resolution aims to boost its ability to generate risk-adjusted returns in a world where climate solutions are increasingly prioritized.
