Redwood Grove Capital, LP is a thematic, value-oriented, public equity manager in the era of climate change. We look for strong absolute returns. Redwood Grove is not an index fund. Instead, we use a dual investment process that analyzes a company’s fundamental strength as well as the economic impacts of climate change. We closely follow climate science to understand the economics of mitigation and adaption strategies. Our focus is on finding the best investment opportunities we can, and less on correlation to a specific benchmark.