Ecofin Team (Redwheel)

The firm’s strategies offer global solutions through investment in private and public securities that address global challenges in climate action, water, and sustainable communities. Through these strategies, Redwheel seeks to achieve positive impacts that align with UN Sustainable Development Goals.

The Ecofin team believes this “sustainability revolution” is being driven by technological innovation, government and corporate policy actions, and consumer activism, and that the companies that can address these forces will be poised to achieve high growth levels, lower costs of capital, and strong corporate results.

The Ecofin team is focused on identifying and investing in opportunities in such companies, that can provide solutions to some of the world’s greatest challenges. The ability of innovative companies to address sustainability issues is often not fully valued by the broader market as well. This can create a “sustainability premium” that can unlock considerable gains for investors.

As a specialized investor, the Ecofin team employs a high-conviction investment process, conducting a multi-level analysis of its investable universe according to factors such as the regulatory/industry backdrop, individual company fundamentals, valuations, and measurable ESG risks and impact. For example, on the climate action front, the Ecofin team focuses on companies achieving measurable improvements in overall emissions relative to their peers.