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.
2023 Climate Impact Report
Climate research and analysis has been an integral part of Redwood Grove Capital’s (RGC) investment process since its inception in 2016.
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.
Redwoods, Agriculture and Climate Change
Redwoods, which have been around 240 million years and can live over 1000 years, are dying at an unprecedented rate due to human caused climate change.
IPCC Sixth Assessment Report
On April 4th this year, the IPCC third working group released the final contribution to their Sixth Assessment Report.
Redwood Grove’s Net Zero Portfolio
Redwood Grove is a member of the Net Zero Asset Managers Alliance, a group of international asset managers committed to promoting net zero emissions by 2050.
Climate Change and Public Equity Investing
As fundamental value investors, clean tech’s high valuations can present a challenge.
Ted Roosevelt V discusses climate investing on Experts Only Podcast
John Powers and Ted Roosevelt discuss the history of climate investing, problems with ESG data and the climate change mega trend.