Category: Investment Commentary

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 GEOS Insights: The Scream

GEOS Insights: The Scream March 18, 2025   While our inclusion of Edvard Munch’s ‘The Scream’ could be an apt symbol for recent market volatility, the painting is more apropos for our assessments of recent power and electric utility conferences. Data centers and their utilities are screaming for more power. Now. And pricing is irrelevant – power demand from the... Read more ›

Essex’s Nancy Prial: The Boutique Advantage in Small Cap Portfolio Management

While boutique investment firms may not have the depth of resources available to their mammoth counterparts, they make more efficient use of those they do have and implement a dedicated focus to their strategies and client relationships. When it comes to managing small cap portfolios, many experienced institutional investors prefer the agility and specialized approach of smaller boutique firms for... Read more ›

Essex’s Nancy Prial: Seven Reasons to Invest in Micro Cap

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 caps. It is a highly inefficient market segment where large, widespread information gaps and security mispricing can be exploited... Read more ›

Essex’s Nancy Prial: Successfully Navigating the Path of Small Cap Growth Stocks

In the complex landscape of the investment world, small cap growth stocks have long been underfollowed, under-owned, and underappreciated. Their potential for high rewards can be obscured by perceptions of higher risk and instability. But astute investors, who possess superior insights into changing corporate fundamentals, may find a “silver lining” within this often overlooked and misunderstood asset class...Click Here to... Read more ›

Essex’s Nancy Prial: Thematic Insights in Small Cap Investing

Our best investment insights are driven by themes that are big, multi-year and actionable – they capture the necessary tailwinds of a favorable macro environment that will drive economic expansion as well as individual company growth and profitability. With years of practice, we have observed most of our themes to be long-lasting.  Today our core themes are...Click Here to Read... Read more ›