insights

The Essex Exchange, 4th Quarter 2014

Many people with whom I’ve talked recently have been puzzled and skeptical of the rise in the stock market in view of the continuing, unsettling negative news that surrounds us. In the face of these macro events such as the threat of ISIS, Russia’s involvement in Ukraine, the failure of the Arab spring and the ongoing crises in the Mid... Read more ›

Solar Power is Rising, Not Setting

The Essex Global Environmental Opportunities Strategy (GEOS) invests globally, in listed-equity securities providing clean technologies. GEOS invests across nine environmental themes, in companies enabling natural resource optimization, lessening dependence on fossil fuels, and providing energy efficiency solutions. A key GEOS theme is renewable energy, where we are currently invested in solar power technology companies, primarily solar panel producers, and solar... Read more ›

Third Quarter 2014 GEOS Review – Emphasis on Nexus

During the third quarter of 2014, global equity market returns were driven by the U.S., and the “largest of the large” market capitalization stocks in particular, with the S&P 500 Index returning 1.1%. In contrast, small-cap equities underperformed, with the Russell 2000 Index posting a -7.4% return amidst the “de-risking” environment. With investor concerns regarding declines in EU economic footing... Read more ›

GEOS Q2 2014 Quarterly Review- 5 Points at 5 Years

June 30, 2014 marks the five-year track record for the Essex Global Environmental Opportunities Strategy (GEOS). Our first five years reflect the consistent execution of the GEOS investment philosophy and process, represented by a concentrated portfolio of about 35 stocks held with high conviction across the nine GEOS themes. As with any maturing industry, the past five years have exhibited... Read more ›

Q1 2014 GEOS Quarterly Review – Our Solution

After speaking with investors over the course of the quarter from family offices, foundations and endowments as well as registered investment advisors, the oft-expressed challenge is where to invest for growth today. Conversations centered on how to allocate to growth in light of anticipated inflationary pressures, as well as current equity market valuations. There were also multiple questions regarding possible... Read more ›

GEOS, A Solution For Impact Investors

Solar Power is Rising, not Setting Solar Power is Rising, not Setting The Essex Global Environmental Opportunities Strategy (GEOS) invests globally, in listed-equity securities providing clean technologies. GEOS invests across nine environmental themes, in companies enabling natural resource optimization, lessening dependence on fossil fuels, and providing energy efficiency solutions. A key GEOS theme is renewable energy, where we are currently... Read more ›

Capitalists are Storming the Gates

While talking to investors, a good chunk of our time has always been dedicated to dispelling a number of clean tech myths that continue to keep prospects from embracing the clean energy megatrend.  Chief among these myths is the belief that renewable energy projects are only made possible by massive government subsidy schemes or by environmentalists that are seeking social... Read more ›

The Fourth Quarter 2013 GEOS Review – Less is More

2013 was an important year for the Essex Global Environmental Opportunities Strategy (GEOS):  Essex has successfully completed our first year as an employee-owned firm, asset inflows to GEOS are accelerating, and we are excited to welcome our first institutional GEOS client.  From an investment perspective, 2013 was a year of validation for the clean tech arena. A key tenet of... Read more ›

Energy’s Center of Gravity

Energy’s Center of Gravity After seeing the riveting movie Gravity this past weekend, I was taken by a certain quote in today’s just-released World Energy Outlook 2013 from the International Energy Agency (IEA): “The centre of gravity of energy demand is switching decisively to the emerging economies, particularly China, India and the Middle East, which drive global energy use one-third higher.”... Read more ›