Extreme Weather Is Not The “New” Normal

Redwood Grove was founded on two simple, divergent views.

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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