Category: Global Environmental Opportunities

Nuclear Resurgence Historically, economic growth has meant rising energy usage, but in mature economies such as the U.S., energy consumption has plateaued over the last couple of decades due to energy efficiency measures – better building standards, better insulation, more energy efficient HVAC equipment, etc.  With the forecast electrification of transportation and the voracious energy appetite of AI data centers,... Read more ›

Bill Page, Essex's Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund, recently was featured on the Schwab Network to discuss Electric Vehicles. He touches on some names to look out for in the Electric Vehicle space as well as innovations to watch for in the upcoming future. To view the entire video, please click here.    ... Read more ›

Essex's Co-CEO, Rob Uek, was recently featured on the Schwab Network to discuss his thoughts on the Solar Industry, specifically touching on First Solar's Q3 2024 earnings.  He also spoke about the Pear Tree Essex Environmental Opportunities fund that he manages with Bill Page of Essex, and favorable names in the fund that focus on environmental solutions.  To view the... Read more ›

  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 ›

Solar has been a difficult sector for investors for more than two years.  The largest solar exchange traded fund, Invesco's Solar ETF (ticker: TAN), is down more than 23% for the year to date through 9/15/2024.  This compares to a 19% positive total return for the broader stock market as measured by the S&P 500 Index year to date.  Since... Read more ›

We are pleased to announce that Essex was recently mentioned by the Financial Times with an interactive listing of 100+ impact investors. This segment includes reporting on trend analysis from the Global Impact Investment Network (GIIN): Please view the list here.       Please find important disclosures here. Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) July 2024 Update     We have long expressed that the Essex Global Environmental Opportunities Strategy (GEOS) invests in clean technologies that are commercially viable – with increasing adoption rates and profitability. The clean tech trajectory is still healthy and expanding, despite headlines and associated sentiment to the contrary. Clean technologies enable... Read more ›

    Listed Equity Infrastructure   Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access to the attributes of infrastructure, with its potential for long-term growth coupled with inflation hedging. GEOS is long-only, global, and focused across nine environmental themes, all solving the need to harness economic growth with fewer... Read more ›

    The Call for Clean Tech Optimism   Skepticism and pessimism aren’t synonymous.  Skepticism calls for pessimism when optimism is excessive.  But it also calls for optimism when pessimism is excessive. – Howard Marks, The Limits to Negativism, October 15, 2008   While the broader market continues to reach new highs, clean tech stocks remain deeply out of favor.... Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) April 2024 Update    The Orchestra Over the past decade, we have written extensively about the importance of the electrical grid, especially the strong positioning of companies delivering modern technologies to power our economy more efficiently from industry to home. The companies enabling electricity delivery and grid modernization have done well over... Read more ›