Category: Investment Commentary

Essex GEOS March 2021 Update

  Essex Global Environmental Opportunities Strategy (GEOS) Update: March, 2021    Outreach We are increasingly being asked to contribute to the media and other outlets for our thoughts on impact, cleantech, and thematic investing. Rob Uek, GEOS Co-Manager recently provided some points on cleantech to TD Ameritrade: https://tdameritradenetwork.com/video/rB4A-HelEm2Bd6rnIuQCAw And late in February, Bill Page, GEOS Co-Manager presented on impact investing... Read more ›

Essex GEOS January 2021 Review and Outlook

    Essex Global Environmental Opportunities Strategy (GEOS) Review: January, 2021 Performance – January, 2021  The equity market volatility of January, 2021 was driven by a lofty equity market overall coupled with domestic civil unrest and extreme market speculation on retail trading platforms. Our investment objective and focus does not waver during such market backdrops when managing the Essex Global... Read more ›

Q4 2020 – Essex Exchange

As if 2020 were not difficult enough, we were dealt a particularly hurtful and personal blow with the unexpected passing of Steve Cutler shortly before Thanksgiving.  Steve, our President and a Senior Portfolio Manager, first joined Essex in 1989, and for the past 30 years has been a great colleague, investor, mentor, leader and friend to Essex and to our... Read more ›

Nancy Prial Featured in the Wall Street Journal on Small Caps

Nancy Prial, Essex's CO-CEO, was recently featured in an article with the Wall Street Journal addressing the topics of small cap stocks and the bounce back of the Russell 2000 small-cap index.  To view the entire article please click here.   Please note you do need a Wall Street Journal membership to read the full story.   Please find important... Read more ›

Nancy Prial Joins CNBC’s Fast Money as an Expert Panelist

Essex’s CO-CEO, Nancy Prial, was recently invited to join CNBC Fast Money’s full show as one of the expert panelists. Nancy shared her thoughts on the tech sector, potential opportunities in small-caps and stocks. To view the entire show, please click on the video below.       Please find important disclosures here Read more ›

GEOS Portfolio Perspective Update

GEOS – Portfolio Perspective There is an important shift occurring in the global equity market – and one we have been observing and discussing over the past several months. While the market prognosticators state it has been an extremely difficult time to outperform the indices, we note that correlations across equities are decreasing. The reason active investors have been having... Read more ›

Seven Reasons to Invest in Micro Caps — and How to Do it Right

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 ›