Below you can find articles on the impact that climate change has on industries
and companies and how it all shapes our investment portfolio.
Climate Bubbles and Value Investing
This quarter marked the end of our second year investing for Redwood Grove Capital’s clients.
Climate Change Risks Increase for Investors
In Redwood Grove Capital’s first 22 months, there was growing evidence that the impacts of climate change are accelerating as are the economic costs to corporations.
A Different Kind of Short-Term Risk
The portfolio is designed to be diversified, with aligned management teams and undervalued long-term prospects.
Socialization of Climate Change
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Climate Changes Economic Themes
Every company in our portfolio is, in our assessment, both undervalued and a leader in preparing for climate change.
ESG Data Aggregators and Sustainable Investing
Sustainability themed managers typically rely on ESG data from aggregators to incorporate sustainability into their investment decisions.
Secular versus Cyclical Trends
One of the biggest challenges facing value managers today is identifying industries that are in cyclical not secular decline.
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