Both of those index gains were more than lapped by clean energy stocks in the second half of 2020 which rallied on increased expectations for a more favorable regulatory environment from the Biden Administration. While we believe in clean tech’s long-term growth prospects, we also think there will be more attractive entry points in the future.
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.