insights

It Matters Now

Posted on October 18, 2019 by
Investment Commentary, Global Environmental Opportunities

It Matters Now Our broad thesis behind Essex’s Global Environmental Opportunities strategy is that the environment has a number of substantial challenges (clean air, potable water, climate change, etc.) that are solvable through investment in new, clean technologies and a weaning off dependence on fossil fuels.  In our view, fossil fuel companies and related businesses ultimately are doomed to failure,... Read more ›

Nancy Prial on Fox Business on Small Caps in the Current Market Environment

Posted on October 3, 2019 by
Investment Commentary, Micro Growth, Small Growth, SMID Growth

Essex’s own Nancy Prial was featured this week on Fox Business’s Countdown to the Closing with host Liz Claman, which airs from 3:00 PM to 4:00 PM daily. She discussed Small Caps in the current market environment, while also diving into a few stocks enjoying success despite the economic slowdown.   Please click here to view her appearance: Read more ›

Q3 2019 Essex Exchange

Posted on October 1, 2019 by
Investment Commentary

Don’t fight the Fed! We have all heard this adage each time the Fed embarks on an easing cycle and yet, each time, the market goes through a period of time when it doubts that the Fed will in fact be able to stimulate economic growth. How many times have we heard that the Fed is pushing on a string,... Read more ›

Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry

Posted on September 27, 2019 by
Investment Commentary, Global Environmental Opportunities

Essex Co-CEO and Senior Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World. Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries. To read more on his thoughts on the rapidly changing... Read more ›

Bill Page featured on Bloomberg Radio

Posted on September 18, 2019 by
Investment Commentary, Global Environmental Opportunities

Bill Page, Senior Portfolio Manager of the Essex Global Environmental Opportunities Strategy (GEOS) was interviewed last week on Bloomberg Radio, to discuss and state the case for clean tech investing. To listen to the segment, please scroll to 27:30: https://www.bloomberg.com/news/audio/2019-09-13/wework-makes-changes-investing-in-global-disruption-podcast   Read more ›

Bill Page featured in Collaboration Capital Climate Investing Roundtable

Posted on August 27, 2019 by
Investment Commentary, Global Environmental Opportunities

Last month, Essex Global Environmental Opportunities Strategy (GEOS) portfolio manager Bill Page was featured in a Climate Investing Roundtable hosted by Essex GEOS client Collaboration Capital. The goal of the Roundtable was to state the case for moving the needle on climate solutions. GEOS invests in the technologies that are solving the world’s environmental challenges, and solves six important U.N.... Read more ›

Q2 2019 Essex Exchange

Posted on July 3, 2019 by
Investment Commentary

Many market prognosticators have labelled this Bull market as the “Central Bankers’ Bubble.” Certainly, after years of Quantitative Easing, it is fascinating to see the world’s Central Banks backpedaling into accommodative policies after only a few fleeting moments of tightening. But what does that really mean? Look at Japan, after years of buying Japanese ETFs, the Bank of Japan now... Read more ›

Clean Tech Disruption—Transforming The Grid

Posted on June 11, 2019 by
Investment Commentary, Global Environmental Opportunities

Senior Portfolio Manager Bill Page of the Essex GEOS Strategy, recently had an article featuring ideas on disrupting the aging electrical grid published in FA Magazine’s Private Wealth section. "We frequently describe clean tech as being transformative or disruptive because it generally saves money, while improving the quality of life with enhanced environmental benefits. By offering cheaper, more efficient solutions, clean tech... Read more ›