insights

GEOS Insights: Build Your Dreams

GEOS Insights: Build your Dreams July 1, 2025 Like most everything today, electric vehicles (EVs) have been politicized. I question targeting progress, and EVs are the very essence of technological progress, leaping ahead of legacy internal combustion engine (ICE) vehicles given lower operating costs coupled with an overall more fun package to drive, from acceleration to handling and operational ease.... Read more ›

Essex’s Bill Page with Barron’s Energy Roundtable

Bill Page, Essex GEOS co-PM recently had the honor of participating on the annual Barron’s energy roundtable, discussing his current outlook for clean tech, how companies are navigating tariffs and the prospects of IRA repeal, and more: https://www.barrons.com/articles/vista-shell-oil-price-energy-stocks-roundtable-e521febc?mod=hp_SP_A_1_1 Please find important disclosures here Read more ›

Essex’s Nancy Prial on NYSE TV Live

Essex's CO-CEO, Nancy Prial, was recently interviewed on NYSE's live tv program to discuss the current overall market conditions.  She touches on how company's are reacting to tariffs, investment opportunities in specific sectors domestically and abroad.  To see the full interview please click here.         Please find important disclosures here Read more ›

Q1 2025 GEOS Review and Outlook

    Essex Global Environmental Opportunities Strategy (GEOS) First Quarter ended March 31, 2025     There are multitudes of platitudes from finance professionals and academics regarding the importance of discipline during periods of stock market volatility. At this writing, the global capital markets are experiencing extreme volatility given US tariff actions and the anticipated repercussions. While the Mag 7... Read more ›

Essex GEOS Insights: The Scream

GEOS Insights: The Scream March 18, 2025   While our inclusion of Edvard Munch’s ‘The Scream’ could be an apt symbol for recent market volatility, the painting is more apropos for our assessments of recent power and electric utility conferences. Data centers and their utilities are screaming for more power. Now. And pricing is irrelevant – power demand from the... Read more ›

Essex’s Nancy Prial: The Boutique Advantage in Small Cap Portfolio Management

While boutique investment firms may not have the depth of resources available to their mammoth counterparts, they make more efficient use of those they do have and implement a dedicated focus to their strategies and client relationships. When it comes to managing small cap portfolios, many experienced institutional investors prefer the agility and specialized approach of smaller boutique firms for... Read more ›