Redwood Grove shares the origin story of our firm name and explores the impact of extreme weather on agriculture and companies like Lamb Weston, a major supplier of the American french fry. We explore investment opportunities in companies with sustainable and climate-resilient approaches, such as Gibraltar Industries and their focus on reducing agricultural greenhouses.
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The Age of AI and Electricity Demand in an Underinvested Grid
Redwood Grove’s latest quarterly letter explores the perfect storm caused by exponential energy demands in the era of AI running up against an aging and underinvested grid system.
2024 Climate Impact Report
As Redwood Grove has grown, we’ve heard increased interest from our client and allocator community on how asset managers can be steering their portfolio towards a net zero transition. Our 2024 Impact report shares our thinking on this, as well as the differentiating framework Redwood Grove has always had in evaluating the financial impact of climate change on our portfolio companies in parallel with deep fundamental analysis. Compared to the prior reporting period, our portfolio’s net zero alignment and carbon efficiency measures improved, with 72% of our portfolio classified as Aligning or Aligned with net zero goals and an additional 13% of portfolio comprised of clean tech companies. Read more about the climate stories for each of our portfolio companies and our net zero reporting.
Climate Change’s Inflationary Impact on Food
In this quarterly update, Redwood Grove looks at how climate change impacts food production: altering flavor profiles, complicating growing conditions and disrupting supply chains. Examining climate change’s inflationary impact on food, we discuss a new addition to our portfolio, International Flavors and Fragrances (IFF) and the continued role of flavoring companies as food manufacturing adapts to new climate challenges.
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