Category: Global Environmental Opportunities

Essex GEOS June 2021 Update

  Essex Global Environmental Opportunities Strategy (GEOS) June 2021 Update   Our social impact management efforts have centered on demonstrating that investing in listed equities can be of high impact, provided the equity holdings are solutions oriented. GEOS focuses on clean technology, which we define as “doing more with less”, enhancing economic activity with less inputs. The focus on clean... Read more ›

Essex GEOS March 2021 Update

  Essex Global Environmental Opportunities Strategy (GEOS) Update: March, 2021    Outreach We are increasingly being asked to contribute to the media and other outlets for our thoughts on impact, cleantech, and thematic investing. Rob Uek, GEOS Co-Manager recently provided some points on cleantech to TD Ameritrade: https://tdameritradenetwork.com/video/rB4A-HelEm2Bd6rnIuQCAw And late in February, Bill Page, GEOS Co-Manager presented on impact investing... Read more ›

Essex GEOS January 2021 Review and Outlook

    Essex Global Environmental Opportunities Strategy (GEOS) Review: January, 2021 Performance – January, 2021  The equity market volatility of January, 2021 was driven by a lofty equity market overall coupled with domestic civil unrest and extreme market speculation on retail trading platforms. Our investment objective and focus does not waver during such market backdrops when managing the Essex Global... Read more ›

GEOS Portfolio Perspective Update

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 ›

1 + 1 = 0

  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

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

        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

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 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 ›