Category: Investment Commentary

October GEOS Update 2023

    Essex Global Environmental Opportunities Strategy (GEOS) October 2023 Update   In his 1987 letter to shareholders, Warren Buffett described the difference between short term trading and long-term investing using the metaphor of a voting machine versus a weighing machine. In the near term, the market can behave like a political contest, determining equity share prices based on popularity,... Read more ›

Essex’s Nancy Prial on Schwab Network Discussing Small Caps

Essex's Co-CEO, Nancy Prial, was recently featured on the Schwab Network to discuss her thoughts on why Small Cap stocks have been lagging most of the year versus Large Cap stocks. She also touches on potential investment opportunities within Small Caps, especially related to the topic of generative AI.   To view the entire video, please click here.    ... Read more ›

September 2023 GEOS Update

  Essex Global Environmental Opportunities Strategy (GEOS) September 2023 Update     The month of August 2023 was a very difficult month for equities, especially smaller public equity shares. While it is hard to generalize an earnings season, second quarter earnings were muted, with many companies meeting earnings expectations at the low end of guidance. Market breadth, a measure of... Read more ›

August 2023 GEOS Update

Essex Global Environmental Opportunities Strategy (GEOS) August 2023 Update     Equity market volatility was dampened in July 2023, the result of Wall Street vacations and an investor redirection toward an economic soft landing versus the prior consensus for a recession. As we have been communicating the past year, this period is unlike most in history, as the pandemic and... Read more ›

Essex’s Nancy Prial on Fox Business Discussing AI

Essex's Co-CEO, Nancy Prial, recently discussed the popular topic of Artificial Intelligence (AI), the forces behind it, as well as the future opportunities that can be created from it.  She also touches on her current thoughts on why she is really into Small Cap stocks at the moment. To view the entire video, please click here.       Please... Read more ›

July 2023 GEOS Update

        Essex Global Environmental Opportunities Strategy (GEOS) July 2023 Update There was a lot going on in the second quarter of 2023 across our capital markets. Early in the quarter, the markets were absorbing continued banking stresses amidst the din from the media and strategists alike regarding their anticipation of a global recession. Such headlines catalyzed a... Read more ›

June 2023 GEOS Update

    Essex Global Environmental Opportunities Strategy (GEOS) June 2023 Update   The tug of war between inflation and recession continued its reflection on the equity markets in May 2023 albeit to a lesser extent. Market returns were led by mega-cap tech stocks, and, interestingly, the most leveraged companies in the small cap arena. Climate change is one example of... Read more ›

GEOS: Investing in Environmental Solutions

  GEOS: Investing in Environmental Solutions The Essex Global Environmental Opportunities Strategy (GEOS) invests in solutions to environmental challenges, looking to the biggest global environmental problems to find attractive investment opportunities. The Nelson A. Rockefeller quote, “Wherever we look upon this earth, the opportunities take shape within the problems,” aptly describes our investment philosophy. Environmental problems such as water scarcity,... Read more ›

May 2023 GEOS Update

  Essex Global Environmental Opportunities Strategy (GEOS) May 2023 Update   The equity markets took to firm risk-off posture in the month of April 2023 as the markets absorbed several more banking crises and awaited May’s Federal Reserve decision on the path for interest rates. As we await the world’s most anticipated recession, the market has no appetite for smaller,... Read more ›