Category: Global Environmental Opportunities

  GEOS January 2022 Update     As we reflect on the volatility for clean technology stocks in 2021, cumulating with the correction of late December, we view much of the market action as unwarranted, and completely out of step with strong fundamental drivers. While we do concur that valuations were stretched in some segments of the clean technology stock... Read more ›

The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS approach to investing in agriculture – a key GEOS theme to optimize farm resources while maximizing agricultural yields:   For the Executive Summary Click Here   For the Full White Paper Click Here         Please find other important disclosures here. Read more ›

  COP26 and the Path Forward By Jack Lloyd Impact Analyst, Essex Investment Management With COP26, the 26th Conference of the Parties, wrapping up from Glasgow recently, it is important to take stock of the progress made to date and understand what needs to happen now. Advocates and critics have been quick to label COP26 as a success or an... Read more ›

 Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update   As we head into the fourth quarter, there are many reminders afoot regarding the urgent need to decarbonize our global economy. While investment has increased over the past several years towards the new energy economy, the emphasis has been on clean energy infrastructure investment – just one leg of the... Read more ›

Essex GEOS Co-Portfolio Manager, Bill Page, was recently interviewed with Chris Knapp of Robertson Stephens for a piece on the needed focus for ESG investing. To read the article please click here.               Please find important disclosures here Read more ›

  Essex GEOS Update September 2021    August brought a very alarming sneak preview at the Intergovernmental Panel on Climate Change (IPCC) release from its first working group Sixth Assessment, to be released next year. For the first time, the IPCC referred to climate “tipping points”, where in a two degrees Celsius world the globe can expect severe and continued... Read more ›

At Essex Investment Management, we believe many of the world’s greatest problems can be solved though innovative solutions. Global climate change is the world’s greatest existential threat, and we believe its solutions present attractive long-term investment opportunities. It was our honor to sign the 2021 Global Investor Statement to Governments on the Climate Crisis: https://theinvestoragenda.org/wp-content/uploads/2021/09/2021-Global-Investor-Statement-to-Governments-on-the-Climate-Crisis.pdf   This Statement is the strongest... Read more ›

Entrepreneur.com ranks Essex Environmental Opportunities Fund as one of the ten top Mid-Cap Growth Mutual Funds, based on one-year return data.  To view the entire article and rankings, please click here.     Please find  important disclosures here.   Read more ›

There Is a Way Out of This By Rob Uek and Bill Page Co-Portfolio Managers, Essex Environmental Opportunities Fund The alarm bells that have been sounding for years are finally being heard.  The media and many others seem to be expressing shock at both the urgency and the magnitude of the climate problems outlined in the recently published report from... Read more ›