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.
The Rise of Custom Packaging and The Habitual Present Tense
Redwood Grove Capital explores the environmental impact of plastic packaging and the growing concern around waste. We highlight our investment in Westrock, a leading cardboard manufacturer, aligning with the global shift towards eco-friendly packaging solutions.
The Hottest Day on Earth and the Weather Roulette Wheel
Our latest update addresses the alarming reality of Earth’s hottest day on record, and the impact of extreme weather events. We discuss Generac as an opportunity to adapt to the growing challenges posed by climate change, while introducing NextEra Partners as a strategic addition to the portfolio for its focus on clean energy projects.
Redwood Grove’s Impact Report, Impact Resistant Windows and a New Logo
Redwood Grove publishes its first impact report to give our investors a more quantifiable and comparable way to understand how the portfolio performs from a climate perspective. We spotlight the strategic addition of PGT Innovations, a leading manufacturer of impact-resistant windows positioned for growth amid extreme weather.