banner-blog.jpg

Essex Insights

Second Quarter 2016 GEOS Review - The Question

William Page
Posted by: William Page July 19, 2016

As the Essex Global Environmental Opportunities Strategy (GEOS) completed seven years of track record on June 30, 2016, we were wrapping up a comprehensive West Coast marketing trip with prospects and clients. This road show came on the heels of some significant speaking engagements, where we were generally asked to address the case for climate solutions and clean technology investing. Most of the investors with whom we met understood the strong case-for clean tech investing, given the multiple secular trends afoot. However, the oft and warranted question we fielded, was "when will clean stocks improve?"

Q2_2016_GEOS Review

 

Disclaimer:  Essex Insights and all of the corresponding postings contain the current opinions of the author but not necessarily those of Essex Investment Management Company LLC (“Essex”). Such opinions are subject to change without notice. This article has been distributed for educational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Essex shall have no liability for decisions based on such information and shall have no obligation to update such information. Actual investments or investment decisions made by Essex, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. No part of the above may be reproduced in any form, or referred to in any other publication, without express written permission of Essex.