Category: Global Environmental Opportunities

GEOS May 2020 Review and Outlook

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 ›

GEOS April 2020 Outlook

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 on Bloomberg Radio’s Drive to the Close

Bill Page, Senior Portfolio Manager for the Essex Global Environmental Opportunities Strategy (GEOS) was interviewed on 2/13 on Bloomberg radio on the state of clean tech investing.   Please scroll to the 35:20 mark to hear the interview: https://www.bloomberg.com/news/audio/2020-02-12/know-your-donors-7-eleven-eyes-speedway-podcast       Please find important disclosures here:   Read more ›

Why Water Investing Could Make a Splash

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

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 ›

Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry

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 ›