London based asset manager Resolution Investors has launched a climate-focussed global equity strategy.
The strategy combines high-conviction, quality stock selection with stringent climate criteria to identify superior risk-adjusted returns.
The strategy aims to run a concentrated portfolio of 30 listed companies spanning most sectors and will be benchmarked against the MSCI World Index. The strategy launched in a UCITS SFDR Article 9 format with daily liquidity, with a U.S. onshore vehicle to follow.
“We are core equity managers who recognise that the climate transition will be one of the defining drivers of the global economy going forward,” said Portfolio Manager David Lowish.
“Resolution was founded on the conviction that public markets offer a sizeable and largely untapped alpha opportunity.
“Our investment approach combines disciplined fundamental analysis with a strict assessment of companies’ actions to actively position for a low-carbon future.”
