Investor LettersSmart Cities and how the IoT will help increase resource efficiency
| As a thematic, value-oriented public equity manager in the era of climate change, Redwood Grove outlines its dual investment process, emphasizing fundamental analysis and integrating the economic impacts of climate change. This letter shares our portfolio’s response to increased market volatility, and explores investment opportunities in smart cities and healthcare, particularly vaccinations, within the context of climate disruption. |
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