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.
Related posts
The Hottest Day on Earth and the Weather Roulette Wheel
In this quarter’s investor letter, we discuss the economic opportunities being created by the continuous rise in temperatures. Download PDF
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.
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