Month: April 2013

Math Homework, with Extra Credit

Bill McKibben of has toured U.S. college campuses with a nation-wide “Do the Math” tour to convince students to take action, pressuring university endowments to divest from fossil fuels:  The “math” refers to acceptable allowances and limits of carbon and other greenhouse gases (GHGs) that can be released into the atmosphere, before global climate change is exacerbated.  We... Read more ›

Information Flow in the Micro Cap World

Over the past 20 years, the amount of information available on financial markets has exploded due to the emergence and proliferation of the internet and social media.  Instant reporting of news followed by instant analysis has become the norm.  However, there are few quality control measures on the web as the medium is open to all.  Although this democratization and... Read more ›

Clean Tech 2.0 – Megatrends In-Tact, Survivors Emerging

“Survive first, and make money afterwards.” - George Soros In managing the Essex Global Environmental Opportunities Strategy (GEOS) we remain strictly focused on environmental technology, with financial analysis an equally important component of our investment process.  During a very difficult period for clean tech investing, we have consistently executed our investment philosophy and process, ensuring GEOS is the nexus of... Read more ›