insights

Q4 2019 – Essex Exchange

Don't Despair the Wall of Worry! Here we are in 2020 entering a new decade after 10+ years of a bull market. It has not been a particularly smooth ride as the market had to climb that Wall of Worry with some unsettling declines that were actually buying opportunities. These worries have only grown over the years and have led to... Read more ›

What Small Caps Need To Get Back on Track

Essex Co-CEO Nancy Prial appeared on Yahoo Finance's the Final Round with hosts Myles Udland and Jen Rogers. Nancy discusses multiple topics including Catalysts for Small Caps, a few themes with multi year dynamic growth opportunities, and why she is optimistic on the outlook of the Small Cap space heading into 2020.           To view her... Read more ›

Nancy Prial – Winner of Woman to Watch 2019

Essex Co-CEO Nancy Prial was announced as a 2019 Woman to Watch honoree by InvestmentNews. We would like to congratulate Nancy on this immense achievement. As one of the 20 prestigious winners, Nancy Prial was chosen from several hundred nominations for her leadership, contributions and impact in the financial advice industry. “I am honored to be a part of the... Read more ›

Why Water Investing Could Make a Splash

Bill Page was recently interviewed by Bloomberg for his views of how investing in water could lead to growth opportunities. Below is an excerpt from the Bloomberg article, and the link to read on. “A water crisis-ridden world may not be imminent, but it looks to be getting closer. The United Nations estimates that 2.1 billion people around the world... Read more ›

It Matters Now

It Matters Now Our broad thesis behind Essex’s Global Environmental Opportunities strategy is that the environment has a number of substantial challenges (clean air, potable water, climate change, etc.) that are solvable through investment in new, clean technologies and a weaning off dependence on fossil fuels.  In our view, fossil fuel companies and related businesses ultimately are doomed to failure,... Read more ›

Nancy Prial on Fox Business on Small Caps in the Current Market Environment

Essex’s own Nancy Prial was featured this week on Fox Business’s Countdown to the Closing with host Liz Claman, which airs from 3:00 PM to 4:00 PM daily. She discussed Small Caps in the current market environment, while also diving into a few stocks enjoying success despite the economic slowdown.   Please click here to view her appearance: Read more ›

Q3 2019 Essex Exchange

Don’t fight the Fed! We have all heard this adage each time the Fed embarks on an easing cycle and yet, each time, the market goes through a period of time when it doubts that the Fed will in fact be able to stimulate economic growth. How many times have we heard that the Fed is pushing on a string,... Read more ›

Rob Uek on the Rapidly Changing Landscape of the Electric Utility Industry

Essex Co-CEO and Senior Portfolio Manager Rob Uek recently had an article on his view of the energy storage trend, with behind the meter devices featured on Renewable Energy World. Rob touches on the rapid cost deduction and adaption of home energy storage and who he sees as the beneficiaries. To read more on his thoughts on the rapidly changing... Read more ›