insights

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 ›

Transportation is a key function of global commerce, and is the largest demand sector for energy per the U.S. Energy Information Administration (EIA). In the U.S., 28% of energy supply is used by the transport sector, which consumes 72% of all petroleum supply sources according to the EIA. The transportation sector is vast, extending from passenger cars to commercial fleet... Read more ›

Our Essex Global Environmental Opportunities Strategy (GEOS) investment philosophy is rooted in a long term perspective with an investment horizon meaningfully beyond the brief attention span of today’s average investor.  The secular trends we are positioned for with GEOS, and have been articulating over the past several years are reflected in the strong performance for clean technology stocks this year. ... Read more ›

Recently, Bill Page was interviewed by John Wrenn of UBS regarding the positive prospects for clean tech investing.  The interview was featured on the Sustainable Alpha website through Sustainable Business Oregon Magazine.  Below is the link to the interview. http://www.sustainablebusinessoregon.com/columns/2013/04/sustainable-alpha-bill-page-is.html Read more ›

Bill McKibben of 350.org has toured U.S. college campuses with a nation-wide “Do the Math” tour to convince students to take action, pressuring university endowments to divest from fossil fuels:  http://math.350.org/.  The “math” refers to acceptable allowances and limits of carbon and other greenhouse gases (GHGs) that can be released into the atmosphere, before global climate change is exacerbated.  We... Read more ›