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HOW IMPACTFUL IS YOUR PORTFOLIO?

 

ESSEX ENVIRONMENTAL OPPORTUNITIES FUND

 EEOFX / GEOSX

 
 

WELCOME

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.

 

 

Characteristics

 

               TOP TEN                                    SECTOR                               HOLDINGS                             BREAKDOWN

                                      As of 3/31/19                                                                                           As of 3/31/19

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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.

 

NEWS

 
Featured
Clean Tech Disruption—Transforming The Grid
Clean Tech Disruption—Transforming The Grid

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 is also often disruptive and a threat to incumbent industries.”

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Clean Slate Newsletter # 11
Clean Slate Newsletter # 11

We Couldn’t Have Said it Better Ourselves

We don’t often point our readers to publications from our competitors, but GMO has recently published a white paper that we found to be worthy of such reference.Thinking Outside the Box: How and Why to Invest in a Climate Change Strategy, written by Lucas White and Jeremy Grantham, is a great summary of the benefits to investing in….

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Clean Slate Newsletter #10
Clean Slate Newsletter #10

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….

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Clean Tech Solutions at this point in the Cycle
Clean Tech Solutions at this point in the Cycle

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…

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Clean Slate Newsletter #9
Clean Slate Newsletter #9

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

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TEAM

 

BILL PAGE

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...

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ROB UEK

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...

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DOCUMENTS

 
 

Contact

 

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