The Essex Global Environmental Opportunities Strategy (GEOS) operates at the nexus of environment and finance, investing in companies that enable greater natural resource and energy efficiency. GEOS is a listed-equity, global, all-cap strategy investing across nine environmental technology themes in long-only fashion with about 40 holdings. GEOS is clean technology and energy infrastructure-focused, with companies that exhibit generally-high growth rates. The Strategy is benchmarked to the MSCI World Index with the addition of the Wilderhill Clean Energy Index for comparative purposes.
We believe that environmental investing is sustainable, is not a fad, and that over the long-term, companies positioned to benefit from climate change action will deliver sustainable earnings and therefore, strong stock price appreciation.