RGC’s process has always had two distinct and equally important parts – fundamental value analysis and climate impact analysis. The results of our value analysis that incorporates climate economics are visible in our market-beating results and are discussed in quarterly letters. With this report we explain the results of our climate analysis that extend beyond investment returns. On the following pages we dive into the impact our portfolio companies have on climate through their operations and products and compare them to market benchmarks.
Redwood Grove’s Impact Report, Impact Resistant Windows and a New Logo
In this quarter’s investor letter, we discuss the impact of climate change on windows, introduce our 2023 Climate Impact Report.
Anti-ESG investing and the Economics of Climate Change
This year Environmental, Social and Governance (“ESG”) and climate investing came into the white-hot glare of the political spotlight.
Extreme Weather Is Not The “New” Normal
Redwood Grove was founded on two simple, divergent views.