insights

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 ›

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 ›

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 ›

Bill Page, co-manager of the Essex Global Environmental Strategy (GEOS), was featured in Financial Advisor magazine on the GEOS theme of efficient transport. Below is the link to the piece: http://www.fa-mag.com/news/going-the-distance-17753.html?issue=226 Read more ›

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 ›

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 ›

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 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 ›

Third Quarter 2013 GEOS Review – Beyond Intrigue The roots of the Essex Global Environmental Opportunities Strategy (GEOS) go back prior to our joining Essex Investment Management. In 2005, while at State Street Global Advisors, we determined that there were multiple and sustainable catalysts allowing for long-term, dynamic growth of the clean technology sector. The NASA photo above, “The World... Read more ›