Insights & News
Quarterly Letters
Resolution Investors – Quarterly Letter Q2 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 –
Resolution Investors – Quarterly Letter Q1 2026
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
Resolution Investors – Quarterly Letter Q4 2025
Dear Friends, As noted in our November launch letter, the team at Resolution Investors was delighted to launch our Global Equity strategy at the end of September. We are grateful
White Papers
Managing biases in Investing
Ideally our judgements would always be perfectly reasoned. Regrettably we remain human, prone to emotions that distort perception and cloud decision making.
Climate Investing in an age of uncertainty
At Resolution, we invest with discipline and purpose. Our process is rooted in deep fundamental analysis – evaluating company quality, industry structure.
Tipping Points Feedback Loops S-Curves
Many investment firms tout their climate credentials, but, in reality, their criteria are often undemanding or based on distant future goals.
In The News
Institutional Investor – What Sustainable Investors Got Wrong — And Why It Is Still the Future of Finance
Sustainable investing is headed for a resurgence with the potential to come back smaller and stronger. Sustainable investing doesn’t work. ESG is just marketing. Impact investing is a club. We’ve
ImpactAlpha – Resolution Investors launches climate-smart public equities fund
The transition to a low-carbon economy is a long-term, structural shift. Yet many publicly traded energy transition funds treat it more as an asset-gathering exercise than a rigorous approach to
Bloomberg – Brookfield, Resolution Join Fund Managers Riding Green Investment Rebound
US President Donald Trump may just have dubbed climate change the “greatest con job” , but there’s growing evidence that energy transition investments ae enjoying a revival. Broookfield Asset Management