Category: Global Environmental Opportunities

Second Quarter 2016 GEOS Review – The Question

As the Essex Global Environmental Opportunities Strategy (GEOS) completed seven years of track record on June 30, 2016, we were wrapping up a comprehensive West Coast marketing trip with prospects and clients. This road show came on the heels of some significant speaking engagements, where we were generally asked to address the case for climate solutions and clean technology investing.... Read more ›

First Quarter 2016 GEOS Review – Where GEOS Fits

As we engage with prospects for Essex's Global Environmental Opportnuties Strategy (GEOS), we are frequently asked to define where GEOS fits in the ESG (Environmental, Social and Governance) arena, or amidst global sustainability strategies.  We designed and manage GEOS to harness and profit from what we believe to be one of the greatest global mega-trends of our generation: the need... Read more ›

The Essex Exchange – First Quarter 2016: The Global Water Crisis: Challenges and Opportunities

Water is one of the nine environmental themes identified by the Essex Global Environmental Opportunities Strategy (GEOS) as an area where clean technologies that improve the efficient use of scarce resources can offer superior financial returns. Rising water demand coupled with supply and distribution risk has put tremendous stress on global water supplies, and technologies that alleviate water scarcity have... Read more ›

Fourth Quarter 2015 GEOS Review – Clean Technology: Unloved and Underestimated

As 2015 comes to a close, we find ourselves asking an existential question: can one achieve competitive returns while investing in clean energy technologies that have the potential to substantially change the world.  We are prompted to consider this question as the Wilderhill Clean Energy Index was down a little more than -10% for the year 2015, the fifth time... Read more ›

Third Quarter 2015 GEOS Update – Fahrvergnügen

We believe the Essex Global Environmental Opportunities Strategy (GEOS) investment philosophy to be quite differentiated: Companies with technologies that increase the efficient use of scarce resources will deliver strong shareholder returns over time. The companies we invest in enable natural resource optimization, limit greenhouse gasses and provide energy efficiency solutions. We designed and manage GEOS to harness associated global macro-economic... Read more ›

Re-Defining the Energy Sector

The world is facing an energy paradox: countries need enormous amounts of energy to support economic growth, even as this growth threatens the health of their people and planet. Addressing this energy paradox, and averting an environmental catastrophe, will require producing more energy while releasing less carbon dioxide into the atmosphere. As such, the energy problem facing the world today... Read more ›

First Quarter 2015 GEOS Review – Ginormous Catalysts

We created the Essex Global Environmental Opportunities Strategy (GEOS) because we view the intersection of economic development and natural resource depletion as an enormous global opportunity for investors. GEOS invests opportunistically in technologies that can abate associated environmental degradation stemming from, in the words of my 16 year-old son, “ginormous” global changes or catalysts. These changes are all inter-related, from... Read more ›

Solar Power is Rising, Not Setting

The Essex Global Environmental Opportunities Strategy (GEOS) invests globally, in listed-equity securities providing clean technologies. GEOS invests across nine environmental themes, in companies enabling natural resource optimization, lessening dependence on fossil fuels, and providing energy efficiency solutions. A key GEOS theme is renewable energy, where we are currently invested in solar power technology companies, primarily solar panel producers, and solar... Read more ›