Category: Global Environmental Opportunities

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 ›

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 ›