Category: Global Environmental Opportunities

GEOS – Portfolio Perspective There is an important shift occurring in the global equity market – and one we have been observing and discussing over the past several months. While the market prognosticators state it has been an extremely difficult time to outperform the indices, we note that correlations across equities are decreasing. The reason active investors have been having... Read more ›

The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS social impact reporting methodology while providing examples of how GEOS solves environmental challenges. For the Executive Summary Click Here For the Full White Paper Click Here Read more ›

  1 + 1 = 0 By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund When a merger or acquisition is proposed, the M&A bankers often seem to justify the combination using a fantastical mathematical model something like: “1 + 1 = 3”.  In other words, the resulting entity instantly should be worth more than simply the summation... Read more ›

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 ›

        GEOS June 2020 Review and Outlook The second quarter of 2020 brought a global equity market that waxed and waned between one of vibrance, catalyzed by historically unprecedented support from stimulus packages, to volatility based on the timing for the recovery of the COVID-generated economic crisis. While we believe an eventual economic recovery will unfold in... Read more ›

Take Your Pick By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund We came across an article in today’s Financial Times discussing the growth opportunities in offshore wind power in the United States. The lead paragraph states that “US investment in offshore wind power is predicted to rise from nothing 10 years ago to a level that nearly... Read more ›

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 ›