Climate Changes Economic Themes

Every company in our portfolio is, in our assessment, both undervalued and a leader in preparing for climate change.

In the past, we’ve discussed the four main economic drivers for climate change: the changing regulatory environment, the physical effects of a warming planet, changing consumer behavior, and technological advancements in efficiency and energy production.

Here we want to share with you more detail about how these themes are expressed in our portfolio.

Download PDF

Related posts

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.

April 26, 2023

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.

April 5, 2023

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.

January 23, 2023

Do you have questions about Redwood Grove Capital?

Contact