Essex's Co-CEO, Nancy Prial, recently appeared on the Schwab Network to share her thoughts on the current Bull Market touching on topics of earnings, Fed rates, and the impact on the Russell Indexes. Additionally, she provided several Small Cap stock picks she's favoring. To view the entire video please click here. Please find important disclosures here. Read more ›
insights
April 2024 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) April 2024 Update The Orchestra Over the past decade, we have written extensively about the importance of the electrical grid, especially the strong positioning of companies delivering modern technologies to power our economy more efficiently from industry to home. The companies enabling electricity delivery and grid modernization have done well over... Read more ›
The Problem with the Polarization of Clean Tech
The Problem with the Polarization of Clean Tech Clean technologies represent one of the greatest economic opportunities today. And we say this without even taking into consideration the much-maligned environmental advantages of these technologies. The country that can take leadership in clean technology will effectively be in an OPEC-like position of control for our future energy sources and economic power. ... Read more ›
March GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) March 2024 Update The Anti-Bubble …a price fall in and of itself does not necessarily reflect adverse business developments or value deterioration. It is vitally important for investors to distinguish stock price fluctuations from underlying business reality. If the general tendency is for buying to beget more buying and... Read more ›
Essex’s Nancy Prial on Benefits of Small Cap Strategies With a Micro Cap Tilt
In the diverse landscape of investment options, small cap growth strategies are often celebrated for offering investors the prospect of high reward, albeit with elevated risk, by focusing on companies with smaller market capitalization...Read More Please find important disclosures here. Read more ›
February GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) February 2024 Update Got AI? Performance for the Essex Global Environmental Opportunities Strategy (GEOS, Strategy) languished in January 2024 after strong performance in November and December. Our take is market sentiment continued to favor mega cap technology – what drove the equity market last year, as investors remain completely risk averse... Read more ›
Nancy Prial on The Rewards of Active Investing
The investing community has witnessed an increasing shift towards passive investment strategies in recent years, due to the proliferation of low-cost index funds and ETFs. While passive strategies may serve investors well in certain markets and asset classes...Read More Please find important disclosures here. Read more ›
Giving Cleantech a Bad Name
Giving Cleantech a Bad Name We are cringing following the latest announced capital raise by Plug Power, Inc. Although we are not investors in Plug Power, the company frustrates us nonetheless as it highlights the type of corporate behavior that hurts the cleantech investment case. If you are unfamiliar with the Plug Power story, consider yourself lucky that... Read more ›
Essex’s Nancy Prial on CNBC Worldwide Exchange
Essex's CO-CEO, Nancy Prial, recently was featured on CNBC Worldwide Exchange to discuss big bank earnings along with their potential deposit and loan growth as well as the impact of inflation and Fed rates. To view the entire video, please click here. Please find important disclosures here. Read more ›
January GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) January 2024 Update For the quarter and the year, GEOS significantly outperformed the secondary benchmark, the Wilderhill Clean Energy Index, as has been consistent with our track record during times of volatility amidst the clean tech sector. GEOS underperformed the primary MSCI World Index for the year, given significant headwinds... Read more ›