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insights
A Retrospective on GEOS: From the Journal of Environmental Investing
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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 ›
The Essex Exchange 4th Quarter 2015 – A Year of Uncertainty
2015 was a challenging year for many investors. Although the broader US markets closed the year largely unchanged, the placidness suggested by the flat returns of the broad indices belies the volatility and stresses experienced throughout the year. As measured by the S&P 500 Index, the markets experienced a daily move of more than 1% up or down on 72... 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 ›
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 ›