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

Partner, PhD, MBA, CFA

Eddie Parisi

Equity Research Analyst, MBA

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Latest climate
investment insights

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.

August 8, 2024

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.

July 24, 2024

Climate Change’s Inflationary Impact on Food

In this quarterly update, Redwood Grove looks at how climate change impacts food production: altering flavor profiles, complicating growing conditions and disrupting supply chains. Examining climate change’s inflationary impact on food, we discuss a new addition to our portfolio, International Flavors and Fragrances (IFF) and the continued role of flavoring companies as food manufacturing adapts to new climate challenges.

May 9, 2024

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