Month: October 2024

Q3 2024 GEOS Review and Outlook

  Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024    With the US Presidential election approaching, it seems everything has been politicized today, including most facets of the energy transition.  Yet we believe any political risk for the clean tech sector is overly discounted at present, expediting attractive valuations and growth prospects. Beyond this exaggerated political... Read more ›