Re-Defining the Energy Sector

William H. Page, Portfolio Manager
Joshua H. Nislick, Research Intern

Essex Investment Management Company, LLC
Essex Global Environmental Opportunities Strategy (GEOS)

July 2015

The white paper Re-Defining the Energy Sector addresses how clean tech broadens and deepens portfolio energy exposure. Authors William H. Page, portfolio manager with Essex Investment Management Company and Essex Global Environmental Opportunities Strategy (GEOS), and Joshua H. Nislick, research intern at Essex and mathematics major at Middlebury College, distinctly note that  “the term ‘energy’ represents not only our sources of fuel, but also our capacity to power world economies as cleanly and efficiently as possible.”

“Although global energy consumption is already transitioning toward less carbon-intensive sources like natural gas and renewables, truly solving this energy challenge calls for a complete transformation of how we produce, distribute, and consume energy. In this white paper, we re-define the energy sector as those companies facilitating the development of this clean, efficient, flexible energy system. We believe that investing in clean technologies that are accelerating this energy transformation offers an enormous investment opportunity, while failing to do so adds risk by reducing portfolio diversification. The Essex Global Environmental Opportunities Strategy (GEOS) captures the energy transformation by identifying these clean technologies, and GEOS deepens energy exposure more than fossil fuel investments alone.”

 

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