Category: Investment Commentary

Small Companies and Small Cap Stocks in Times of Economic Distress

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 ›

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 ›

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 ›

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 ›