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.
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.