Month: September 2020

It’s Wake Up Time

It’s Wake-up Time By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund   Our overarching assumption has been that the automotive world is moving towards electrification at a pace faster than most people are expecting.  In other words, the automotive market penetration of electric vehicles will be much bigger much sooner than expected by the market. This stance... Read more ›