First, climate change is not accurately priced in the public equity markets. Second, the climate’s mispricing is one of the last widespread sources of alpha for active managers. This letter is going to discuss why we believe Redwood Grove’s divergent views are enabling it to outperform and why we believe it is a durable advantage.
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Redwood Grove’s Impact Report, Impact Resistant Windows and a New Logo
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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.
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