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.

Climate Bubbles and Value Investing

This quarter marked the end of our second year investing for Redwood Grove Capital’s clients.

May 1, 2019

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.

January 29, 2019

A Different Kind of Short-Term Risk

The portfolio is designed to be diversified, with aligned management teams and undervalued long-term prospects.

October 26, 2018

Socialization of Climate Change

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

July 26, 2018

Climate Changes Economic Themes

Every company in our portfolio is, in our assessment, both undervalued and a leader in preparing for climate change.

April 18, 2018

ESG Data Aggregators and Sustainable Investing

Sustainability themed managers typically rely on ESG data from aggregators to incorporate sustainability into their investment decisions.

January 15, 2018

Secular versus Cyclical Trends

One of the biggest challenges facing value managers today is identifying industries that are in cyclical not secular decline.

October 16, 2017

Do you have questions about Redwood Grove Capital?