HOW IMPACTFUL IS YOUR PORTFOLIO?
ESSEX ENVIRONMENTAL OPPORTUNITIES FUND
EEOFX / GEOSX
EEOFX / GEOSX
Essex Environmental Opportunities Fund (EEOF) operates at the nexus of environment and finance, investing in companies that enable greater natural resource and energy efficiency. EEOF is a listed-equity, global, all-cap mutual fund investing across nine environmental technology themes in long-only fashion with about 40 holdings. EEOF is clean technology and energy infrastructure-focused, with companies that exhibit generally-high growth potential. The Fund is benchmarked to the MSCI World Index.
Investing involves risk, including loss of principal. There is no guarantee that this, or any, investing strategy will be successful. Small and mid cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat.
As of 12/31/18 As of 12/31/18
KORNIT DIGITAL LTD 5.03%
TPI COMPOSITES INC 4.13%
LINDSAY CORP 4.06%
TRIMBLE INC 3.85%
XYLEM INC 3.81%
SUNRUN INC 3.69%
WATTS WATER TECHNOLOGIES-A 3.52%
RAVEN INDUSTRIES INC 3.47%
KEYENCE CORP 3.28%
KINGSPAN GROUP PLC 3.22%
Total 38.06%
Disclosure: Because the Adviser's GEOS criteria exclude securities of certain issuers for non-financial reasons, the Fund may forego some market opportunities available to funds that do not follow the environmental themes inherent in the GEOS strategy. The Fund's direct or indirect investments in foreign securities involve risks not associated with investing in US securities that can adversely affect the Fund's performance. Foreign markets, particularly emerging markets, may be less liquid, more volatile and subject to less government supervision than domestic markets.
Can China win the race?
China has been pining to become a global player in the automotive industry for years.However, these efforts have largely failed as the Chinese auto manufacturers have been unable to sell substantial volumes of vehicles outside of their home market.This shortfall has been due to a….
As we have listened to quarterly corporate earnings calls for the second quarter, followed by meetings with many management teams over the course of the third quarter, one oft-repeated theme expressed is rising input costs, whether labor, freight, materials or components. Company management teams are also experiencing some commodity price pressures for materials such as copper, nickel and pockets of oil price challenges. This trend is reflected in the core consumer price index (CPI) which, while barely breaching 2.0% in its last print, is showing some signs of pricing pressures. Most of our companies…
Is This the Future of Trucking?
This month, Volvo introduced Vera, an autonomous, electric truck concept. To call it a truck would be unfair to trucks as it looks more like a sled. In a fully autonomous world, where there is no need for a driver, the design of a truck’s cab can be completely re-thought and re-engineered. Such an approach allows greater
Over the past few weeks, our President and the Administration have proposed rolling-back environmental initiatives in the form of a proposed new rulemaking for Federal CO2 and fuel economy standards, recommending freezing automotive efficiency targets between 2020 and 2026. Both the EPA and the NTSA are also submitting agency acts to revoke a California waiver that allows
If You Build It…
One of the most discussed topics of the pace of electric vehicle (EV) adoption is the supporting infrastructure. As with many new technology roll-outs, the EV industry is faced with the proverbial chicken and egg quandary, or in this case, how can we get rapid EV adoption without a comprehensive electric vehicle charging network and vice-versa. This issue is a key reason why Tesla…
Bill is a co-portfolio manager for Essex Environmental Opportunities Fund. Prior to joining Essex in 2009, Bill spent eleven years at State Street Global Advisors...
Rob is a co-portfolio manager for Essex Environmental Opportunities Fund. Prior to joining Essex in 2009, Rob was a Portfolio Manager at State Street Global...
Advisor:
Essex Investment Management Company, LLC
125 High Street, Suite 1803
Boston, MA 02110
(617) 342-3200
Transfer Agency:
Essex Environmental Opportunities Fund
c/o Ultimus Fund Solutions. LLC
Shareholder Services U.S. Mail Address:
P.O. Box 46707
Cincinnati, OH 45246-0707
Shareholder Services Overnight Address:
225 Pictoria Drive, Ste. 450
Cincinnati, OH 45246
Toll Free Phone Number:
1-800-700-9929