insights

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 ›

The Essex Exchange – Q2 2015: Active Management Poised for a Comeback in a “Stock-Pickers” Market

  Active Management Poised for a Comeback in a “Stock-Pickers” Market  As the chart below shows, there has been a huge influx of cash flows into passively managed vehicles and away from actively managed funds. And the media has not let the public forget that in general, passively managed funds have outperformed the actively managed ones at a lower fee.... Read more ›

The Essex Exchange, 1st Quarter 2015

A few weeks ago, the current bull market reached the elderly age of six years since the financial crisis of 2008 and ensuing panic-induced selling created a market bottom on March 9, 2009. Since this nadir, the S&P 500 Index has appreciated more than 200%, leading to much angst, analysis, debate and prognostication with many calling for a necessary end... 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 ›