Essex's Co-CEO, Nancy Prial, recently wrote an article highlighting several reasons of how to and why to invest in Micro-Cap Stocks: Savvy investors have long understood the benefits of small-cap stocks. They know that an allocation to a less-efficient area of the market can improve the risk/return profile of a portfolio. The same and more can be said about micro... Read more ›
Month: October 2020
High Impact Listed Equity Investing
The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS social impact reporting methodology while providing examples of how GEOS solves environmental challenges. For the Executive Summary Click Here For the Full White Paper Click Here Read more ›
1 + 1 = 0
1 + 1 = 0 By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund When a merger or acquisition is proposed, the M&A bankers often seem to justify the combination using a fantastical mathematical model something like: “1 + 1 = 3”. In other words, the resulting entity instantly should be worth more than simply the summation... Read more ›
Q3 2020 – Essex Exchange
In December 2016, Fed Chair Greenspan famously implied that the stock market was suffering from “irrational exuberance”. Specifically, during a speech to the American Enterprise Institute, Greenspan asked “How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contraction?” Although this query concerned the stock market following this presentation... Please... Read more ›
Nancy Prial on CNBC Discussing Economic Growth in Q4
Essex's CO-CEO, Nancy Prial, recently shared her thoughts with CNBC about the potential for positive earnings and growth related to the equity markets in Q4, in addition to specifics related to the housing sector. To view the entire video, please click here. Read more ›