Essex's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps. Nancy touches on her optimism of the Small Cap market after coming off of the second worst underperformance cycles since 1926 and what is currently driving the US economy. She also speaks on specific names and... Read more ›
Month: July 2024
July 2024 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) July 2024 Update We have long expressed that the Essex Global Environmental Opportunities Strategy (GEOS) invests in clean technologies that are commercially viable – with increasing adoption rates and profitability. The clean tech trajectory is still healthy and expanding, despite headlines and associated sentiment to the contrary. Clean technologies enable... Read more ›
GEOS: Listed Equity Infrastructure
Listed Equity Infrastructure Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access to the attributes of infrastructure, with its potential for long-term growth coupled with inflation hedging. GEOS is long-only, global, and focused across nine environmental themes, all solving the need to harness economic growth with fewer... Read more ›