At Redwood Grove, we bring together seasoned public equity investors, with a disciplined, science-informed process. Our strategy is built to consistently uncover companies positioned to outperform as the climate reshapes the economy.
Read moreOur investment process is designed to uncover market inefficiencies by analyzing the material financial impacts of climate change on publicly traded companies. We integrate traditional fundamental research with rigorous, company-specific climate analysis to evaluate both risks and opportunities.
This approach allows Redwood Grove to capitalize on the economic shift toward sustainability while actively supporting the global transition to a low-carbon future.
Redwood Grove’s portfolio is built through a two-part investment process. We combine bottom-up fundamental research with climate trend analysis to identify undervalued companies well-positioned to benefit from underappreciated climate-related shifts.
The four main trends:
Technological
Innovations
Regulatory
Change
Physical
Changes
Consumer
Behavior
Find out more about our two part investment process
Investing
Coffee and Climate
Redwood Grove Capital’s Q2 letter highlights how climate change is disrupting global coffee production, with rising temperatures, drought, and crop disease impacting supply and prices. These challenges illustrate a broader theme: companies and systems must adapt—not just mitigate—to a changing climate.
2025 Climate Impact Report
This year’s report examines climate commitments within our portfolio and across the broader market—highlighting which companies are making real progress toward their goals and which are falling short. Notably, 2024 marked the first year in which more companies withdrew from Net Zero commitments than joined them, signaling a meaningful shift in the climate disclosure landscape. We also take a closer look at Big Tech—once a leader in corporate decarbonization—as it increasingly emerges as a high-emissions sector requiring greater scrutiny.
Shifting Environmental Conditions and the Decarbonization of the Agriculture Sector
In this quarter’s letter, we examine how shifting environmental conditions are reshaping agriculture—and creating significant climate investment opportunities. We spotlight a recent investment in Elanco, and our focus on innovative solutions like methane-reducing technologies that underscore the potential for scalable decarbonization in the food and agriculture sector.
