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.
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Builds on last year’s finding of a market-wide retreat from Net Zero commitments, showing RGC’s portfolio held its ground even as voluntary reporting slipped. Only 3% of the portfolio is Not Aligned with net zero goals — the lowest of any benchmark tracked — while 48% is Aligned or Aligning (62% once non-reporting clean tech holdings are included), and the portfolio remains the most carbon-efficient among its peers at 65 tons of CO₂ per $1 million of sales versus 105 for the Russell 1000 Value. Also asks whether AI is becoming the next high-emissions sector, as data center growth is now outpacing Big Tech’s own decarbonization targets.
Fires, Air Quality and Climate
Redwood Grove Capital’s Q2 letter examines how a warming climate is lengthening wildfire seasons and worsening air quality from the American West to New York and Europe. These disruptions illustrate a broader theme: climate adaptation—not just mitigation—is becoming a durable, multi-year investment opportunity.
Water Under Pressure: Climate Risk and the Economics of Scarcity
Climate-driven disruptions to the water cycle are creating mounting economic pressures—from municipal credit risk to infrastructure demand—highlighting a critical and often overlooked investment theme.
