insights

Nancy Prial Featured on Cheddar News Discussing Market Gains and Small Caps

Nancy Prial, Essex's Co-CEO and Senior Portfolio Manager, recently appeared on Cheddar News' Closing Bell to discuss the recent market gains amid Russia-Ukraine peace talks as well as the effects on small caps.  To view the entire video, please click here.       Please find important disclosures here. Read more ›

IPCC Report on Climate Adaptation

IPCC Report on Climate Adaptation The UN Intergovernmental Panel on Climate Change (IPCC) recently released part two of their Sixth Assessment Report titled Climate Change 2022: Impacts, Adaptation and Vulnerability. Understandably, the report was overshadowed by Russia’s invasion of Ukraine and the ongoing humanitarian crisis in Ukraine. The US and other countries have imposed sanctions on Russia’s economy, including the... Read more ›

Essex 2021 ESG Update

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 ›

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 ›

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 ›