Climate Bubbles and Value Investing

This quarter marked the end of our second year investing for Redwood Grove Capital’s clients.

As we reflect on our first two years, we are increasingly confident in our central thesis: climate change is unpriced in the capital markets. A failure to account for that inefficiency will result in reduced returns prospectively.

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In this quarter’s investor letter, we discuss the impact of climate change on windows, introduce our 2023 Climate Impact Report.

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2023 Climate Impact Report

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