We are pleased to share Resolution Investors’ inaugural Sustainability & Stewardship Report, covering the
period from the launch of our strategy in October 2025 through to 30 June 2026.
In this letter, we consider the narrowness of market performance, with our Thinking Aloud segment assessing whether the standout performers of Q2 – chiefly the Memory and Storage companies –
Q1 was a reminder of how quickly markets can move. While periods like this can be uncomfortable, they often create the conditions for future returns, and it is important to
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