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

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.

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

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

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

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