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.

Microchip Shortage

Over the past decade the rise of ESG investing has been dramatic. According to US SIF, a trade group for sustainable investing, U.S. based sustainable investments are $17.1 trillion at the start of 2020, up 42 percent over the past two years.

April 28, 2021

Clean Tech Rally

Despite a global pandemic, several stock indices were up meaningfully in 2020 including the S&P 500 which returned 18.4% and the NASDAQ which was up 43% (having doubled over the past two years).

January 26, 2021

Regulatory Change and Climate Investing

We started the year with Larry Fink’s annual letter to the CEOs of the world’s largest companies, in which he declared that “climate change has become a defining factor in companies’ long-term prospects.”

November 3, 2020

Economic Impacts of Climate Change

Redwood Grove Capital launched in 2017 because we had a differentiated, contrarian market view. 

July 29, 2020

Ignoring Climate Change Risks Market Chaos

The Fourth National Climate Assessment, released in 2018, predicted that the U.S. economy could shrink by up to 10% annually if significant steps are not taken to rein in global warming.

June 4, 2020

2020, The Climate Decade

In this letter, we are going to discuss why climate issues have become increasingly important for long term investors.

January 27, 2020

Three disruptive technologies in transportation that will meaningfully reduce emissions.

In this letter, we dive into the technological shifts that are de-carbonizing transportation.

October 31, 2019

Redwood Grove Capital’s Keynote Address at Climate Week NYC

Incorporating climate science into an investment model can help investors, not just drive capital to much needed mitigation solutions, but also capture the last major market inefficiency and active alpha opportunity.

September 23, 2019

Smart Cities and how the IoT will help increase resource efficiency

One of the greatest potential areas to reduce GHG emissions is urban design. Today 55% of the world’s population, 4.3 billion people live in cities.

August 7, 2019

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