Redwood Grove co-founder Ted Roosevelt presents at CFA Society of New York’s 2nd Annual Climate and ESG Owners Summit, discussing the vital intersection of climate science and investing. Ted shares his personal journey starting in research and trading, the realization of the inadequacy of backward-looking assumptions when accounting for the paradigm shift of climate change, and the urgent need for incorporating forward-looking scientific forecasts into investment models to make capital markets more climate aware.
Related posts
Coffee and Climate
Redwood Grove Capital’s Q2 letter highlights how climate change is disrupting global coffee production, with rising temperatures, drought, and crop disease impacting supply and prices. These challenges illustrate a broader theme: companies and systems must adapt—not just mitigate—to a changing climate.
2025 Climate Impact Report
This year’s report examines climate commitments within our portfolio and across the broader market—highlighting which companies are making real progress toward their goals and which are falling short. Notably, 2024 marked the first year in which more companies withdrew from Net Zero commitments than joined them, signaling a meaningful shift in the climate disclosure landscape. We also take a closer look at Big Tech—once a leader in corporate decarbonization—as it increasingly emerges as a high-emissions sector requiring greater scrutiny.
Shifting Environmental Conditions and the Decarbonization of the Agriculture Sector
In this quarter’s letter, we examine how shifting environmental conditions are reshaping agriculture—and creating significant climate investment opportunities. We spotlight a recent investment in Elanco, and our focus on innovative solutions like methane-reducing technologies that underscore the potential for scalable decarbonization in the food and agriculture sector.
