insights

The Essex Exchange – Fourth Quarter 2016: The Impact of CHANGE

Now that we are through one of the most divisive elections, with the two most disliked candidates in our history, it may be intrusive to reflect on what effects these types of events have had in the past. Although not as devastating as a war or depression it is well to remember that while not pleasant, America has been able... Read more ›

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 ›

The Essex Exchange – Second Quarter 2016: How Do We Fix The Employment Conundrum

Even before the surprising vote on the Brexit at the end of June, the Federal Reserve was pulling back from their intentions to raise rates more than once this year as growth once again showed signs of bouncing around 2%. The inability of the US economy to accelerate past 2-2.5% growth continues to frustrate policy makers and citizens alike as... 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 ›