Category: Investment Commentary

Clean Tech Disruption—Transforming The Grid

Senior Portfolio Manager Bill Page of the Essex GEOS Strategy, recently had an article featuring ideas on disrupting the aging electrical grid published in FA Magazine’s Private Wealth section. "We frequently describe clean tech as being transformative or disruptive because it generally saves money, while improving the quality of life with enhanced environmental benefits. By offering cheaper, more efficient solutions, clean tech... Read more ›

Buybacks & ETFs: The Passive Bubble

Perusing my charts over the weekend, it dawned on me that two current market phenomena are coming to a head →Buybacks & ETFs. Both are very prominent trends that have created a powerful feedback loop which I believe has a myriad of implications for the current market structure. So, let’s dive in! Historically, stock buybacks were shunned because firms feared... Read more ›

The Essex GEOS Clean Slate 11

The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›

The Essex GEOS Clean Slate 10

The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›

CityWire – Boutique of the Week

Inside Essex Investment Management... The firm was founded by current chairman and chief investment officer Joe McNay in 1976. 'Joe has had a long career identifying dynamic growth trends early, and that continues to this day,' said co-chief executive officer and senior portfolio manager Nancy Prial. Prial joined the firm in 2005 when the firm she was working for....... Click... Read more ›

Q1 2019 Essex Exchange

With a first quarter total return of 13.7% for the S&P 500 Index, 2019 has certainly started better than the prior year ended. Whereas the final quarter of 2018 was one of the worst quarters for the stock market in decades (with the S&P 500 Index posting a total return of -13.5%), the first quarter represents one of the best... Read more ›

Wall Street Transcript – February 2019

Nancy Prial discusses Essex Investment Management Company, LLC. Ms. Prial specializes in the early identification of growth, before the general investing public has recognized a company’s embedded growth. She focuses on small-cap and microcap companies because she believes that part of the market is incredibly inefficient. Because these companies are often.... Read on Here: Read more ›

Q4 2018 Essex Exchange

In trying to put together the outlook for the next few years there are plenty of concerns, which could be called a Wall of Worry, that have contributed to the turbulence in the stock market. The bricks in the wall include: • The trade/tariff dispute • The steady increase in interest rates by the Fed • Loss of confidence in... Read more ›

Essex GEOS: Clean Tech Solutions at this point in the Cycle

Essex GEOS: Clean Tech Solutions at this point in the Cycle As we have listened to quarterly corporate earnings calls for the second quarter, followed by meetings with many management teams over the course of the third quarter, one oft-repeated theme expressed is rising input costs, whether labor, freight, materials or components. Company management teams are also experiencing some commodity... Read more ›