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insights
Oil Spills
As I was researching the prospects of building a clean tech fund in 2005, I recall looking at Exxon's stock price, versus the Exxon Valdez oil spill. I wanted to see if the most negative environmental event ever (oil, beyond Bhopal) could move a stock price. It did not. While this most significant environmental disaster in history had little effect... Read more ›
Seizing Opportunities
We manage the Essex Global Environmental Opportunities Strategy (GEOS) to harness many inter-related mega-trends, based on economic and environmental stresses. China is a very good example. As the country continues to mature, domestic consumption rises, and contributes more to GDP, as basic manufacturing and related exporting gives way to more a more service and technology-led economy. Do not under-estimate China... Read more ›
The Essex Exchange – First Quarter 2017: What Will it Take for Active Management to Return to Favor?
BlackRock stunned the world of active management at the end of the first quarter when it announced that it was reducing investment staff and moving strategies to the quantitative side of the business. Although the numbers were relatively small, 5 out of 53 stock pickers and $6B out of $201B (Bloomberg), investment managers wondered if this was the moment that... Read more ›
Disruptive Tech Does Not Care Who is in Washington
We invest the Essex Global Environmental Opportunities Strategy (GEOS) to capture what we believe to be a long-term, sustainable and exploitable mega-trend, the need to continue to harness global economic growth while deploying fewer resources. GEOS invests across nine environmental themes encompassing technologies and services that are benefiting from the dynamic transition to clean energy and technology. The catalysts for... Read more ›
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 ›