Fed Rate Cuts Often Ignite Small-Cap Outperformance Fed rate cuts have often acted as a catalyst for small-cap outperformance, with this segment frequently outperforming large-caps over the next 3, 6, and 12 months. Coupled with cheap valuations, accelerating M&A activity, and improving earnings, we are optimistic that the recent trend of small-caps outperforming large-caps can continue. Additionally, tight high-yield spreads... Read more ›
insights
Q3 2024 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024 With the US Presidential election approaching, it seems everything has been politicized today, including most facets of the energy transition. Yet we believe any political risk for the clean tech sector is overly discounted at present, expediting attractive valuations and growth prospects. Beyond this exaggerated political... Read more ›
Essex’s Nancy Prial: Small Cap Stocks Opportunities During Election Years
Small Cap Stocks Provide Opportunities During Election Years Every four years, investors wonder what the potential impacts of both the election cycle and the subsequent election results might be. Small cap stocks, as well as other asset classes, can exhibit unique performance patterns during election years, influenced by the political and economic uncertainty that often surrounds these periods. September, in... Read more ›
Essex GEOS Focus on The Solar Sector
Solar has been a difficult sector for investors for more than two years. The largest solar exchange traded fund, Invesco's Solar ETF (ticker: TAN), is down more than 23% for the year to date through 9/15/2024. This compares to a 19% positive total return for the broader stock market as measured by the S&P 500 Index year to date. Since... Read more ›
Essex GEOS Highlighted by the Financial Times
We are pleased to announce that Essex was recently mentioned by the Financial Times with an interactive listing of 100+ impact investors. This segment includes reporting on trend analysis from the Global Impact Investment Network (GIIN): Please view the list here. Please find important disclosures here. Read more ›
Nancy Prial on CNBC The Exchange and the Bull Case for Small Cap Stocks
Essex's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps. Nancy touches on her optimism of the Small Cap market after coming off of the second worst underperformance cycles since 1926 and what is currently driving the US economy. She also speaks on specific names and... Read more ›
July 2024 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) July 2024 Update We have long expressed that the Essex Global Environmental Opportunities Strategy (GEOS) invests in clean technologies that are commercially viable – with increasing adoption rates and profitability. The clean tech trajectory is still healthy and expanding, despite headlines and associated sentiment to the contrary. Clean technologies enable... Read more ›
GEOS: Listed Equity Infrastructure
Listed Equity Infrastructure Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access to the attributes of infrastructure, with its potential for long-term growth coupled with inflation hedging. GEOS is long-only, global, and focused across nine environmental themes, all solving the need to harness economic growth with fewer... Read more ›
Essex’s GEOS: The Call for Clean Tech Optimism
The Call for Clean Tech Optimism Skepticism and pessimism aren’t synonymous. Skepticism calls for pessimism when optimism is excessive. But it also calls for optimism when pessimism is excessive. – Howard Marks, The Limits to Negativism, October 15, 2008 While the broader market continues to reach new highs, clean tech stocks remain deeply out of favor.... Read more ›
Essex’s Nancy Prial’s on Small Cap Opportunities Within Generative AI
Essex's Co-CEO, Nancy Prial, recently spoke with The Wall Street Transcript (TWST) to discuss her outlook on the larger impact generative AI will have in the near future, including what types of companies to look out for in the Small and Mid Cap sectors. To read the full article, please click here. Please find important disclosures here. Read more ›