Performance with meaning:
fundamental investing
in the era of climate change.

Redwood Grove Capital is a thematic,
value public equity manager.

Investing Contact
Redwood Grove Capital

We believe in a simple, yet powerful idea: The economic impact of climate change is mispriced by the markets. This represents an opportunity to generate sustainable alpha and to invest responsibly.

We aim for strong relative returns with a focus on finding the best investment opportunities, and less on correlation to a specific benchmark. With over 60 years of combined experience, our partners have invested capital for large institutional investors through multiple market cycles.

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Investing

Our investment process identifies market inefficiencies by focusing on the economics of climate change and scientific forecasts. We explore the risks and opportunities of climate change by understanding the intersection of public value investing and climate.

The four main trends:

Redwood Grove Capital
Technological Innovations

Technological
Innovations

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  • Autonomous / Electric Vehicles
  • Smart Cities & Grids, IoT, 5G
  • Renewable Energy Sources, Battery Tech.
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Regulatory Change

Regulatory
Change

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  • Local (Publick Utility Com., Cities), State, Federal, Global
  • Price on Carbon
  • Renewable Portfolio Standards (RPS)
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Physical Changes

Physical
Changes

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  • Flooding (Real Estate, Insurance)
  • Growing seasons / Extreme Weather (Ag, Suppliers)
  • Adaptive strategies / Climate Control (HVAC)
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Consumer Behavior

Consumer
Behavior

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  • Brand awareness (Retail, Consumer, Discretionary)
  • Reputational Risk
  • Experience / Sharing Economy
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Find out more about our two part investment process

Investing

About us

We are a team that has worked at the largest financial institutions: mutual funds, hedge funds, asset managers, and consulting firms.

As a group, we want to define a new kind of outperformance and legacy with you - trying to integrate economics with ecology and performance with meaning.

Our values

Integrity

Integrity

Collegiality

Collegiality

Entrepreneurship

Entrepreneurship

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Our team

Ted Roosevelt V

Founding Partner, MSM

Greg Serrurier

Founding Partner, MBA, CFA

Shahriq Sheikh

Chief Operating Officer and Chief Compliance Officer, MBA

Yaya Zhang

Head of Marketing, MBA

Greg Parosa

Senior Equity Research Analyst, PhD, MBA, CFA

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Latest climate
investment insights

Falling Iguanas, Solar Coaster, and the Senator with the Snowball

In the latest update from Redwood Grove, we look at the alarming rise in global temperatures, the market’s short-term focus with renewable energy stocks experiencing a significant sell-off, and discuss the increasing attention on the economics of climate change and the importance of a long-term view.

February 1, 2024

The Rise of Custom Packaging and The Habitual Present Tense

Redwood Grove Capital explores the environmental impact of plastic packaging and the growing concern around waste. We highlight our investment in Westrock, a leading cardboard manufacturer, aligning with the global shift towards eco-friendly packaging solutions.

October 30, 2023

The Hottest Day on Earth and the Weather Roulette Wheel

Our latest update addresses the alarming reality of Earth’s hottest day on record, and the impact of extreme weather events. We discuss Generac as an opportunity to adapt to the growing challenges posed by climate change, while introducing NextEra Partners as a strategic addition to the portfolio for its focus on clean energy projects.

July 21, 2023

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