Redwood Grove Capital is a thematic, value public equity manager. Our approach is driven by a simple, yet powerful idea: climate change’s economic impact is mispriced in the markets, representing a durable alpha generator for active managers. Our two part investment process analyzes a company’s fundamental strength as well as the economic impacts of climate change. We do this by incorporating climate science’s forecasts into a value investment process. Redwood Grove believes that by focusing on the economics of climate change, and scientific forecasts we identify market inefficiencies. We look for strong absolute returns with a focus on finding the best investment opportunities, and less on correlation to a specific benchmark. With over 25 years average experience, our partners have invested capital for large institutional investors through multiple market cycles.
