This mid-year review updates our outlook on Healthcare, Industrials, and Technology. It reflects how each sector has evolved since our late-2024 and early-2025 outlooks, the macro environment shaping small-cap performance, and how our portfolio positioning has adapted to capture opportunities...Read More Please find important disclosures here Read more ›
insights
Essex Investment – Small Growth Emerging Manager Award Finalist 2025
Out of 337 products, Essex Investment Management Co., LLC's Small Growth product was chosen as a Finalist under the 2025 Emerging Manager Awards. To read further about the qualifications and how the winners will be chosen please click here. Please find important disclosures here Read more ›
Essex’s Nancy Prial Interview With Wall Street Transcript
Essex’s CO-CEO, Nancy Prial recently spoke with the Wall Street Transcript on thematic areas she's focusing on in Essex's Small Cap Strategy. She touches on the topics of AI, Infrastructure and Health Care as well as other sectors and names to focus on given the current market conditions. To read the entire article, please click here. Please... Read more ›
Q2 2025 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Second Quarter ended June 30, 2025 We believe that an important attribute for portfolio management is objective technology assessment as we research potential industries and companies during the Essex Global Environmental Opportunities Strategy (GEOS) investment process. Our portfolio management process considers many factors for technology assessment, from a path to commercial viability... Read more ›
GEOS Insights: Build Your Dreams
GEOS Insights: Build your Dreams July 1, 2025 Like most everything today, electric vehicles (EVs) have been politicized. I question targeting progress, and EVs are the very essence of technological progress, leaping ahead of legacy internal combustion engine (ICE) vehicles given lower operating costs coupled with an overall more fun package to drive, from acceleration to handling and operational ease.... Read more ›
Essex’s Nancy Prial on CNBC
Essex's CO-CEO, Nancy Prial, recently spoke with CNBC, sharing her thoughts related to acceleration in the current stock market, valuation of small caps, AI's effect on smaller companies among other related topics. To see the entire video, please click here. Please find important disclosures here Read more ›
Essex’s Bill Page with Barron’s Energy Roundtable
Bill Page, Essex GEOS co-PM recently had the honor of participating on the annual Barron’s energy roundtable, discussing his current outlook for clean tech, how companies are navigating tariffs and the prospects of IRA repeal, and more: https://www.barrons.com/articles/vista-shell-oil-price-energy-stocks-roundtable-e521febc?mod=hp_SP_A_1_1 Please find important disclosures here Read more ›
Essex’s Nancy Prial on NYSE TV Live
Essex's CO-CEO, Nancy Prial, was recently interviewed on NYSE's live tv program to discuss the current overall market conditions. She touches on how company's are reacting to tariffs, investment opportunities in specific sectors domestically and abroad. To see the full interview please click here. Please find important disclosures here Read more ›
Q1 2025 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) First Quarter ended March 31, 2025 There are multitudes of platitudes from finance professionals and academics regarding the importance of discipline during periods of stock market volatility. At this writing, the global capital markets are experiencing extreme volatility given US tariff actions and the anticipated repercussions. While the Mag 7... Read more ›
Essex’s Nancy Prial: Navigating Market Volatility
For investors, today’s market presents a mix of challenges and opportunities. While economic uncertainty, shifting fiscal policies, and geopolitical risks dominate headlines, small-cap growth investors must take a measured approach...Read More Please find important disclosures here. Read more ›