Category: Global Environmental Opportunities

GEOS Review and Outlook, May 2020   The global equity market has exhibited tremendous perseverance amidst a multitude of strife, from economic, to political and civil. At this writing, while our world fights the COVID pandemic, we are amidst civil unrest in the U.S. while the economy wrestles with critically-high levels of unemployment. While we too question the equity market... Read more ›

Bill Page was recently featured on the TD Ameritrade Network to discuss the future of ESG funds and why he is focused on the environmental stocks of ESG. To view the video, please click here.   Please find important disclosures here Read more ›

  Below is a video interview of Portfolio Manager, Bill Page discussing his long term thoughts on clean technology. Please find important disclosures here Read more ›

GEOS: Our Current Outlook April, 2020 We are amidst unprecedented times. The COVID-19 outbreak has indeed affected economic growth for the near-term in unprecedented fashion, and will undoubtedly cause continued dislocations from social to economic. While the sudden degree of the collapse in all aspects, from social to economic is extreme, and will lead to multitudes of changes, we believe... Read more ›

Bill Page recently had his five important clean tech trends for 2020 published in Financial Advisor Magazine's website. He covers his thoughts on water technology, electric vehicles, bio-ingredients, and more. To read Bill's thoughts on clean tech trends in its entirety, please click here: Read more ›

TD Ameritrade Network recently hosted Essex Senior Portfolio Manager Bill Page, on their Morning Trade Live segment. Bill discussed his view on the Clean Tech Industry and why he thinks this is an attractive time for mid-cap industrials.   Click here to view Bill's total appearance: Read more ›

Bill Page was recently interviewed by Bloomberg for his views of how investing in water could lead to growth opportunities. Below is an excerpt from the Bloomberg article, and the link to read on. “A water crisis-ridden world may not be imminent, but it looks to be getting closer. The United Nations estimates that 2.1 billion people around the world... Read more ›

It Matters Now Our broad thesis behind Essex’s Global Environmental Opportunities strategy is that the environment has a number of substantial challenges (clean air, potable water, climate change, etc.) that are solvable through investment in new, clean technologies and a weaning off dependence on fossil fuels.  In our view, fossil fuel companies and related businesses ultimately are doomed to failure,... Read more ›

Essex Co-CEO and Senior Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World. Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries. To read more on his thoughts on the rapidly changing... Read more ›