In this quarterly update, we share the challenges in finding attractively valued clean energy companies and highlight investment opportunities in Array Technologies and Flextronics. We look at the growing attention around Net Zero commitments as a useful framework and starting point, while emphasizing the need for concrete plans in approaching these goals for a meaningful transition to a low-carbon economy.
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The Hottest Day on Earth and the Weather Roulette Wheel
Our latest update addresses the alarming reality of Earth’s hottest day on record, and the impact of extreme weather events. We discuss Generac as an opportunity to adapt to the growing challenges posed by climate change, while introducing NextEra Partners as a strategic addition to the portfolio for its focus on clean energy projects.
Redwood Grove’s Impact Report, Impact Resistant Windows and a New Logo
Redwood Grove publishes its first impact report to give our investors a more quantifiable and comparable way to understand how the portfolio performs from a climate perspective. We spotlight the strategic addition of PGT Innovations, a leading manufacturer of impact-resistant windows positioned for growth amid extreme weather.
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