| Reflecting upon our learnings from our first year as a fund, Redwood Grove shares our central thesis: while traditional factors like business fundamentals and management are crucial, climate change remains a significant, yet unpriced risk in public equity markets. The letter delves into our portfolio themes, highlighting investments in companies poised for the transition to a low carbon economy. |
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2025 Climate Impact Report
This year’s report examines climate commitments within our portfolio and across the broader market—highlighting which companies are making real progress toward their goals and which are falling short. Notably, 2024 marked the first year in which more companies withdrew from Net Zero commitments than joined them, signaling a meaningful shift in the climate disclosure landscape. We also take a closer look at Big Tech—once a leader in corporate decarbonization—as it increasingly emerges as a high-emissions sector requiring greater scrutiny.
Shifting Environmental Conditions and the Decarbonization of the Agriculture Sector
In this quarter’s letter, we examine how shifting environmental conditions are reshaping agriculture—and creating significant climate investment opportunities. We spotlight a recent investment in Elanco, and our focus on innovative solutions like methane-reducing technologies that underscore the potential for scalable decarbonization in the food and agriculture sector.
Infrastructure, Grid Modernization and Climate Resiliency
Redwood Grove’s latest letter highlights investments in companies aligned with long-term climate and infrastructure trends and details the impact of recent hurricanes on adaptive rebuilding. Looking at opportunities in grid modernization, we spotlight an investment in NV5, an engineering consulting company that helps design and implement infrastructure and building projects.
