As active managers, we have seen firsthand the impact of the rise of passive investing over the past decade and a half. We have watched this phenomena with concern as to how we could effectively communicate our message that active management can add value over passive strategies without needing to make an either/or choice between the... Read on Here: Read more ›
insights
The Essex GEOS Clean Slate 7
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q2 2018 Essex Exchange
As active managers, we have seen firsthand the impact of the rise of passive investing over the past decade and a half. We have watched this phenomena with concern as to how we could effectively communicate our message that active management can add value over passive strategies without needing to make an either/or choice between the two elements of investing.... Read more ›
The Essex Geos Clean Slate 6
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Where Does Technology Go Next?
Should we worry about the predominance of technology in the benchmarks? The technology sector was 39% of the Russell 1000 Growth at the end of March 2018 versus only 9% of the Russell 1000 Value. However, despite the strong performance of technology in general and the dominance of the FAANG themes in many growth investors’ portfolios, we believe that there... Read more ›
The Essex GEOS Clean Slate Issue 5
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q1 2018 Essex Exchange
While equities continue to be the best performing asset class over time, our current market view is balanced on an emphasis on stock selection and downside protection. We are still in the 2nd longest bull market since World War II but the market has shown some renewed volatility...... Read on Here Read more ›
The Essex GEOS Clean Slate Issue 4
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
The Essex GEOS Clean Slate Issue 3
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Essex GEOS Q1 Outlook
The Current Outlook: As we reflect on 2017 with an eye to 2018, we are struck by the continued progression of clean technology, despite the negative sentiment of a year ago. While concerns were not baseless, much was made of the negative prospects for clean tech and new energy given an incoming Administration that denounced clean technology solutions in... Read more ›