With a team that comes from traditional asset management and investors with an average of 12+ years of investing experience, we apply a repeatable, systematic process to look for the best investment opportunities that provide strong relative returns across market cycles.
Read moreOur investment process seeks to identify market inefficiencies by focusing on the material financial impacts of climate change on publicly traded companies. We explore the risks and opportunities of climate change by integrating traditional fundamental analysis with industry and company-specific climate analysis.
This approach enables Redwood Grove to not only seize opportunities presented by the economic shift toward sustainability but also actively contribute to the global transition to a low-carbon future.
The four main trends:
Technological
Innovations
Regulatory
Change
Physical
Changes
Consumer
Behavior
Find out more about our two part investment process
Investing
Infrastructure, Grid Modernization and Climate Resiliency
Redwood Grove’s latest letter highlights investments in companies aligned with long-term climate and infrastructure trends and details the impact of recent hurricanes on adaptive rebuilding. Looking at opportunities in grid modernization, we spotlight an investment in NV5, an engineering consulting company that helps design and implement infrastructure and building projects.
The Age of AI and Electricity Demand in an Underinvested Grid
Redwood Grove’s latest quarterly letter explores the perfect storm caused by exponential energy demands in the era of AI running up against an aging and underinvested grid system.
2024 Climate Impact Report
As Redwood Grove has grown, we’ve heard increased interest from our client and allocator community on how asset managers can be steering their portfolio towards a net zero transition. Our 2024 Impact report shares our thinking on this, as well as the differentiating framework Redwood Grove has always had in evaluating the financial impact of climate change on our portfolio companies in parallel with deep fundamental analysis. Compared to the prior reporting period, our portfolio’s net zero alignment and carbon efficiency measures improved, with 72% of our portfolio classified as Aligning or Aligned with net zero goals and an additional 13% of portfolio comprised of clean tech companies. Read more about the climate stories for each of our portfolio companies and our net zero reporting.
