Investor Letters

Below you can find articles on the impact that climate change has on industries
and companies and how it all shapes our investment portfolio.

The Hottest Day on Earth and the Weather Roulette Wheel

In this quarter’s investor letter, we discuss the economic opportunities being created by the continuous rise in temperatures. Download PDF

July 21, 2023

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

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

Extreme Weather Is Not The “New” Normal

Redwood Grove was founded on two simple, divergent views.

October 25, 2022

Redwoods, Agriculture and Climate Change

Redwoods, which have been around 240 million years and can live over 1000 years, are dying at an unprecedented rate due to human caused climate change.

August 3, 2022

IPCC Sixth Assessment Report

On April 4th this year, the IPCC third working group released the final contribution to their Sixth Assessment Report.

May 4, 2022

Redwood Grove’s Net Zero Portfolio

Redwood Grove is a member of the Net Zero Asset Managers Alliance, a group of international asset managers committed to promoting net zero emissions by 2050.

February 2, 2022

Climate Change and Public Equity Investing

As fundamental value investors, clean tech’s high valuations can present a challenge.

November 2, 2021

Ted Roosevelt V discusses climate investing on Experts Only Podcast

John Powers and Ted Roosevelt discuss the history of climate investing, problems with ESG data and the climate change mega trend.

September 28, 2021

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