Redwood Grove’s portfolio is built with a two-part investment process.
We combine bottom-up fundamental research with climate trend analysis to identify undervalued companies well positioned to benefit from underappreciated climate-related shifts.
Fundamental analysis
To find firms with strong management and stable businesses at attractive valuations.
Deep climate research
To identify macro trends and corporate
competitive advantages.
Our fundamental research evaluates a company's management, business, and valuation. Concurrently, our climate analysis examines four macro-trends and their economic impact on publicly traded companies.