Bill Page, Portfolio Manager of the Essex Environmental Opportunities Fund was interviewed last week on Bloomberg Radio, to discuss and state the case for clean tech investing.
To listen to the segment, please scroll to 27:30:
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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 or click on the link above. 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 podcast.
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%).