“Irrespective of who’s in charge in the White House, the good companies are thinking about how to decarbonize,” Resolution Investors PM David Lowish argues.
As global corporations transition toward a net-zero economy, a team of veteran equity managers has launched a new investment firm aiming to benefit from the shift to a low-carbon economy.
London-based Resolution Investors was founded on the thesis that decarbonization will be a defining economic driver, making it a significant, and largely untapped, alpha opportunity. The firm’s flagship strategy, an active core global equity fund, holds a concentrated portfolio of 30 to 40 high-quality companies that are either leaders in or enablers of the climate transition.
“We look at what companies are doing both offensively and defensively on the climate transition and how that fits into a quality framework to deliver superior risk-adjusted returns,” said Resolution’s portfolio manager David Lowish.
By
