Category: Global Environmental Opportunities

Essex GEOS September 2021 Update

  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 ›

Investor Agenda’s Global Investor Statement Signed by Essex

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 ›

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 ›