Bill Page featured in Collaboration Capital Climate Investing Roundtable

Last month, Essex Environmental Opportunities Fund (EEOF) portfolio manager Bill Page was featured in a Climate Investing Roundtable hosted by Collaboration Capital. The goal of the Roundtable was to state the case for moving the needle on climate solutions. The Fund invests in the technologies that the Adviser believes are solving the world’s environmental challenges, and solves six important U.N. Sustainable Development Goals such as climate action, clean water and sanitation, and affordable and clean energy.

You can find the complete written transcript here.


You should carefully consider the Fund’s investment objectives, risks and charges and expenses before investing.  This and other important information is contained in the Fund’s prospectus and summary prospectus, which should be read carefully before investing.  To obtain a Fund prospectus or summary prospectus, call (800) 700-9929.  The Fund is distributed by Ultimus Fund Distributors, LLC.  There is no affiliation between Ultimus Fund Distributors, LLC and the other firms referenced in the Climate Investing Roundtable.

Investing involves risk, including loss of principal.  There is no guarantee that this, or any, investing strategy will be successful.  Because the Adviser’s investment 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 Adviser’s investment strategy.

As of 6/30/19, the Fund's top ten holdings are Sunrun Inc. (4.91%), Trimble Inc. (4.03%), Vivint Solar Inc. (3.97%), Watts Water Technologies, Inc. (3.92%), Itron Inc. (3.91%), Xylem Inc. (3.87%), Kornit Digital Ltd (3.40%), TPI Composites Inc. (3.36%), Kingspan Group Plc. (3.31%), Keyence Corp. (3.20%).

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