For those of us with decades of experience investing in the small and micro-cap end of the investible equity world, it feels like we are living in the epicenter of the markets’ turmoil. Small cap stocks have witnessed the perfect storm as investors have chosen to shelter in larger, well-recognized brand name companies with perceived safety and thus shunned stocks... Read more ›
insights
Q1 2020 – Essex Exchange
Opportunity Among the Rubble! A few short weeks ago, the stock market was hitting new highs, the U.S. economy was gaining steam and Donald Trump seemed to be destined for a relatively easy victory in the autumn’s Presidential election. It would be a gross understatement to say that things have changed a bit; the landscape today resembles nothing like the... Read more ›
Rob Uek on COVID-19 and the Stock Market Reaction
Below is a video interview with Essex CO-CEO Rob Uek to discuss the market reaction to the COVID-19 pandemic. Please find important disclosures here Read more ›
Nancy Prial on Coronavirus Impact on Small-Cap Names
Essex CO-CEO Nancy Prial was recently featured on the TD Ameritrade Network to discuss the effect the coronavirus may have on Small-Cap Stocks. To view the video in its entirety please click here. Please find important disclosures here Read more ›
Nancy Prial’s Outlook on Investment Opportunities From Future Technological Developments
Essex's Nancy Prial, co-CEO and senior portfolio manager, was given the opportunity to speak with PLANADVISER about the future of long-term investing in the new decade. She believes there are up and coming technological developments that will provide great investment opportunities in the years ahead. As Prial stated in the article, "We are in the middle of an extraordinary innovation... Read more ›
Bill Page’s Clean Tech Trends for 2020 Featured in FA Magazine
Bill Page recently had his five important clean tech trends for 2020 published in Financial Advisor Magazine's website. He covers his thoughts on water technology, electric vehicles, bio-ingredients, and more. To read Bill's thoughts on clean tech trends in its entirety, please click here: Read more ›
Bill Page on Bloomberg Radio’s Drive to the Close
Bill Page, Senior Portfolio Manager for the Essex Global Environmental Opportunities Strategy (GEOS) was interviewed on 2/13 on Bloomberg radio on the state of clean tech investing. Please scroll to the 35:20 mark to hear the interview: https://www.bloomberg.com/news/audio/2020-02-12/know-your-donors-7-eleven-eyes-speedway-podcast Please find important disclosures here: Read more ›
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 ›