- NEV Sectors
- Fixed Income
New Energy View
New Energy View provides comprehensive global tracking and accurate segmentation of publicly-traded sustainable energy businesses. We track several sustainable energy sectors to identify specific business strategies that are investable. We also provide broader information on equity indices and fixed income investing.
Our sustainable energy research has focused on isolating sub-sectors that have multiple PurePlay(tm) companies pursing a specific business strategy. We have found that some, but not all, of these strategies are experiencing rapid technological advances and revenue growth. The growth strategies are volatile but some may have the potential for reasonable financial returns.
Outside of sustainable energy, I am persuaded that the 5 factor investing approach identified by Fama and French is a winning strategy. As a result NEV presents index returns for a selection of US, EAFA, and Emerging Market indices. These provide a useful contrast to the returns from the sustainable energy sector.
Fixed income investing is a key part of any portfolio. It reduces risk and provides return. After many years as an-after tax fixed income investor I developed several tools to help me select where and what on the yield looks interesting. NEV makes this tool available and also provides several of the underlying data sets.
Previously Mark built Henwood Energy into a market leader serving the global power industry before its sale in 2002 to form Global Energy Decisions (now part of ABB Ventyx). The company provided enterprise software for risk management, market data, web based analytics and mapping, and management consulting services. The company maintained offices in North America, Europe and Asia-Pacific After leaving Global, Mark formed Plexos Solutions LLC and served as its Chaiman until its sale to Enengy Exemplar in August 2011. Mark also served as a board member and advisor to PowerLytix, LLC until April 2008 when it sold to Barclays Capital. He was also a director of the Independent Energy Producers Association (Calif) for seven years during the critical QF development period.
In addition to his activities at Henwood Associates, Mark manages a diversified portfolio of equities and fixed income. Mark developed New Energy View because of his long term interest in sustainable energy and investing. He is also active in promoting sustainable energy businesses in the Sacramento region through his involvement with CleanStart where he is co-founder and Vice Chairman and with start-ups (both directly and formerly as a venture partner in a Sacramento based venture capital firm).
He has a Bachelorís degree in Electric Engineering and Masterís degree in Mechanical Engineering from the University of California at Davis where he was a member of of Tau Beta Pi, the Engineering Honor Society. Mark is a California General Engineering Contractor and a resident of Sacramento, California.
Mark also obtains investment input from:
- Jack Johnson, CPA, RIA, CFP. Jack is the President of Sierra Financial Planning & Asset Management. Sierra assists clients with financial plans and assembling portfolios of diversified index funds. With over twenty years of experience in finance and as a DFA advisor, Jack has developed significant expertise in index based investing.