Category: Global Environmental Opportunities

  Essex Global Environmental Opportunities Strategy (GEOS) Second Quarter ended June 30, 2025   We believe that an important attribute for portfolio management is objective technology assessment as we research potential industries and companies during the Essex Global Environmental Opportunities Strategy (GEOS) investment process. Our portfolio management process considers many factors for technology assessment, from a path to commercial viability... Read more ›

GEOS Insights: Build your Dreams July 1, 2025 Like most everything today, electric vehicles (EVs) have been politicized. I question targeting progress, and EVs are the very essence of technological progress, leaping ahead of legacy internal combustion engine (ICE) vehicles given lower operating costs coupled with an overall more fun package to drive, from acceleration to handling and operational ease.... Read more ›

Bill Page, Essex GEOS co-PM recently had the honor of participating on the annual Barron’s energy roundtable, discussing his current outlook for clean tech, how companies are navigating tariffs and the prospects of IRA repeal, and more: https://www.barrons.com/articles/vista-shell-oil-price-energy-stocks-roundtable-e521febc?mod=hp_SP_A_1_1 Please find important disclosures here Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) First Quarter ended March 31, 2025     There are multitudes of platitudes from finance professionals and academics regarding the importance of discipline during periods of stock market volatility. At this writing, the global capital markets are experiencing extreme volatility given US tariff actions and the anticipated repercussions. While the Mag 7... Read more ›

GEOS Insights: The Scream March 18, 2025   While our inclusion of Edvard Munch’s ‘The Scream’ could be an apt symbol for recent market volatility, the painting is more apropos for our assessments of recent power and electric utility conferences. Data centers and their utilities are screaming for more power. Now. And pricing is irrelevant – power demand from the... Read more ›

  Power Switch?   DeepSeek, a Chinese AI upstart rocked the tech world last weekend with the introduction of an open-source large language model (LLM) exhibiting less compute intensity than the leading and legacy US LLM efforts such as OpenAI. The stocks of firms enabling current, and most importantly future data center development and LLM processing such as the graphics... Read more ›

Essex Global Environmental Opportunities Strategy (GEOS) Fourth Quarter ended December 31, 2024   The Essex Global Environmental Opportunities Strategy (GEOS) was founded on our strong belief that the listed equity markets offer solutions to global environmental problems and companies with commercially viable solutions offer investors long-term investment opportunities. The last few years have been challenging for the clean technology sector as... Read more ›

Nuclear Resurgence Historically, economic growth has meant rising energy usage, but in mature economies such as the U.S., energy consumption has plateaued over the last couple of decades due to energy efficiency measures – better building standards, better insulation, more energy efficient HVAC equipment, etc.  With the forecast electrification of transportation and the voracious energy appetite of AI data centers,... Read more ›

Bill Page, Essex's Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund, recently was featured on the Schwab Network to discuss Electric Vehicles. He touches on some names to look out for in the Electric Vehicle space as well as innovations to watch for in the upcoming future. To view the entire video, please click here.    ... Read more ›

Essex's Co-CEO, Rob Uek, was recently featured on the Schwab Network to discuss his thoughts on the Solar Industry, specifically touching on First Solar's Q3 2024 earnings.  He also spoke about the Pear Tree Essex Environmental Opportunities fund that he manages with Bill Page of Essex, and favorable names in the fund that focus on environmental solutions.  To view the... Read more ›