Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update As we head into the fourth quarter, there are many reminders afoot regarding the urgent need to decarbonize our global economy. While investment has increased over the past several years towards the new energy economy, the emphasis has been on clean energy infrastructure investment – just one leg of the... Read more ›
insights
Q3 2021 Essex Exchange
The stock market has been strong through the first nine months of the year, with a total return of 15.9% as measured by the S&P 500 Index. While this YTD return is impressive enough on its own, it is truly remarkable considering the strength of the market in the prior two years (18.4% in 2020 and 31.5% in 2019 for... Read more ›
Bill Page and Chris Knapp of Roberston Stephens on ESG Investing
Essex GEOS Co-Portfolio Manager, Bill Page, was recently interviewed with Chris Knapp of Robertson Stephens for a piece on the needed focus for ESG investing. To read the article please click here. Please find important disclosures here Read more ›
Essex GEOS September 2021 Update
Essex GEOS Update September 2021 August brought a very alarming sneak preview at the Intergovernmental Panel on Climate Change (IPCC) release from its first working group Sixth Assessment, to be released next year. For the first time, the IPCC referred to climate “tipping points”, where in a two degrees Celsius world the globe can expect severe and continued... Read more ›
Investor Agenda’s Global Investor Statement Signed by Essex
At Essex Investment Management, we believe many of the world’s greatest problems can be solved though innovative solutions. Global climate change is the world’s greatest existential threat, and we believe its solutions present attractive long-term investment opportunities. It was our honor to sign the 2021 Global Investor Statement to Governments on the Climate Crisis: https://theinvestoragenda.org/wp-content/uploads/2021/09/2021-Global-Investor-Statement-to-Governments-on-the-Climate-Crisis.pdf This Statement is the strongest... Read more ›
Essex Environmental Opportunities Fund (GEOSX) Ranked by Entrepreneur.com
Entrepreneur.com ranks Essex Environmental Opportunities Fund as one of the ten top Mid-Cap Growth Mutual Funds, based on one-year return data. To view the entire article and rankings, please click here. Please find important disclosures here. Read more ›
There Is a Way Out of This
There Is a Way Out of This By Rob Uek and Bill Page Co-Portfolio Managers, Essex Environmental Opportunities Fund The alarm bells that have been sounding for years are finally being heard. The media and many others seem to be expressing shock at both the urgency and the magnitude of the climate problems outlined in the recently published report from... Read more ›
Nancy Prial Featured on TD Ameritrade Discussing a Possible Market Correction
Essex's CO-CEO, Nancy Prial, recently shared her thoughts on why she thinks the markets are in a pause right now and why they may be due for a correction. She also shares her thoughts on specific investment areas and stocks to watch. To see the entire video, please click here. Please find important disclosures here. Read more ›
Nancy Prial on CNBC Discussing Consolidation
Nancy Prial, Essex's CO-CEO recently spoke with CNBC on her view of the health of the market and why consolidation is considered to be a positive. To view the entire video click here. Please find important disclosures here. Read more ›
How Not to Go Public
How Not to Go Public By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund There has been much debate about whether the best way to bring a company to the public markets is via the traditional IPO process or via a merger with a Special Purpose Acquisition Corp (or “SPAC”). Both processes have their pros and cons,... Read more ›