| In this letter, we explore the socialized costs of climate change, particularly in the context of real estate and insurance. We share our portfolio’s climate themes, including low carbon technological innovations and changing consumer behavior, spotlighting General Motors as an example of a traditional company strategically navigating the shift toward a low carbon economy. |
Related posts
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.
Infrastructure, Grid Modernization and Climate Resiliency
Redwood Grove’s latest letter highlights investments in companies aligned with long-term climate and infrastructure trends and details the impact of recent hurricanes on adaptive rebuilding. Looking at opportunities in grid modernization, we spotlight an investment in NV5, an engineering consulting company that helps design and implement infrastructure and building projects.
