Category: Investment Commentary

  GEOS: Investing in Environmental Solutions The Essex Global Environmental Opportunities Strategy (GEOS) invests in solutions to environmental challenges, looking to the biggest global environmental problems to find attractive investment opportunities. The Nelson A. Rockefeller quote, “Wherever we look upon this earth, the opportunities take shape within the problems,” aptly describes our investment philosophy. Environmental problems such as water scarcity,... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) May 2023 Update   The equity markets took to firm risk-off posture in the month of April 2023 as the markets absorbed several more banking crises and awaited May’s Federal Reserve decision on the path for interest rates. As we await the world’s most anticipated recession, the market has no appetite for smaller,... Read more ›

Bill Page, Co-Portfolio Manager of the Essex Global Environmental Opportunities Strategy (GEOS) was featured on Bloomberg’s The Tape on May 9, talking about clean tech generally, with answers to questions on the current state of the electric vehicle revolution. To listen to Bill's segment, please scroll to 7:48 of the audio link:       Please find important disclosures here Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) April 2023 Update     Spring is emerging here in Boston, well ahead of itself given a temperate winter. As we exit from a tumultuous winter from so many perspectives, we welcome spring – a season of new growth and green shoots. While our winter was warm, news flow was dark, from extreme... Read more ›

Spring is emerging here in Boston, well ahead of itself given a temperate win-ter. As we exit from a tumultuous winter from so many perspectives, we wel-come spring – a season of new growth and green shoots. While our winter was warm, news flow was dark, from extreme weather events to an economy still suffering stresses from inflation and resultant... Read more ›

      Essex Global Environmental Opportunities Strategy (GEOS) March 2023 Update     As the global equity markets digested fourth quarter 2022 earnings in February, the markets succumbed to concerns about stock valuations amidst the ongoing battle between economic strength and inflation. Generally speaking, our companies in the Essex Global Environmental Opportunities Strategy (GEOS) had good earnings results with... Read more ›

Opportunities in Net-Zero Value Chains For many investors and stakeholders, a large company like Amazon or Walmart announcing a commitment to reach net-zero emissions is welcomed. Net-zero goals are evidence that large corporations are “doing their part” to address global emissions and acting as responsible corporate citizens. From a business perspective, net-zero commitments can enhance customer loyalty, driven by an... Read more ›

  Essex Global Environmental Opportunities Strategy (GEOS) February 2023 Update     Companies continue to face pressure from investors and other stakeholders to disclose more ESG-related information. However, it is important to differentiate strong ESG reporting from strong ESG performance. Strong ESG reporting can be characterized as companies disclosing useful information about their material ESG risks and opportunities. Frequently, companies... Read more ›

  Inflation Reduction Act: Accelerating the Low Carbon Transition The Essex Global Environmental Opportunities Strategy (GEOS) team believes the US Inflation Reduction Act (IRA) will catalyze growth for clean technologies in the US and accelerate the low carbon transition. The IRA provides at least $369 billion to support the energy transition, primarily through tax credits, with key areas of focus... Read more ›

    Essex Global Environmental Opportunities Strategy (GEOS) January 2023 Update     To say 2022 was a difficult year for the global capital markets would be an understatement. The fourth quarter of 2022 was off to a better start, with positive returns for October and November. With December came selling pressure as the market focused on macro factors versus... Read more ›