Essex 2021 ESG Update Essex Investment Management, LLC, an independent, employee-owned institutional investment firm, continued to build upon our ESG progress from 2020 during the 2021 year. Essex became an official member of the UN Principles for Responsible Investment (PRI) in 2020 and we satisfied our annual reporting requirement to the PRI for the first time in 2021. In 2021,... Read more ›
insights
GEOS January 2022 Update
GEOS January 2022 Update As we reflect on the volatility for clean technology stocks in 2021, cumulating with the correction of late December, we view much of the market action as unwarranted, and completely out of step with strong fundamental drivers. While we do concur that valuations were stretched in some segments of the clean technology stock... Read more ›
Q4 2021 Essex Exchange
The S & P 500 capped off another strong performance year with a Q4 2021 gain of 10.7%, culminating in a one year return of 26.9%, a two year compound annual return of 21.5%, and a five year compound annual return of 16.3%. Despite the strong absolute showing for the S&P in Q4, the quarter was marked by an increased... Read more ›
GEOS: Investing in Sustainable Farming – White Paper
The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS approach to investing in agriculture – a key GEOS theme to optimize farm resources while maximizing agricultural yields: For the Executive Summary Click Here For the Full White Paper Click Here Please find other important disclosures here. Read more ›
COP26 and the Path Forward
COP26 and the Path Forward By Jack Lloyd Impact Analyst, Essex Investment Management With COP26, the 26th Conference of the Parties, wrapping up from Glasgow recently, it is important to take stock of the progress made to date and understand what needs to happen now. Advocates and critics have been quick to label COP26 as a success or an... Read more ›
GEOS October 2021 Update
Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update As we head into the fourth quarter, there are many reminders afoot regarding the urgent need to decarbonize our global economy. While investment has increased over the past several years towards the new energy economy, the emphasis has been on clean energy infrastructure investment – just one leg of the... Read more ›
Q3 2021 Essex Exchange
The stock market has been strong through the first nine months of the year, with a total return of 15.9% as measured by the S&P 500 Index. While this YTD return is impressive enough on its own, it is truly remarkable considering the strength of the market in the prior two years (18.4% in 2020 and 31.5% in 2019 for... Read more ›
Bill Page and Chris Knapp of Roberston Stephens on ESG Investing
Essex GEOS Co-Portfolio Manager, Bill Page, was recently interviewed with Chris Knapp of Robertson Stephens for a piece on the needed focus for ESG investing. To read the article please click here. Please find important disclosures here Read more ›
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 ›