Category: Small Growth

Fed Rate Cuts Often Ignite Small-Cap Outperformance Fed rate cuts have often acted as a catalyst for small-cap outperformance, with this segment frequently outperforming large-caps over the next 3, 6, and 12 months. Coupled with cheap valuations, accelerating M&A activity, and improving earnings, we are optimistic that the recent trend of small-caps outperforming large-caps can continue. Additionally, tight high-yield spreads... Read more ›

Small Cap Stocks Provide Opportunities During Election Years  Every four years, investors wonder what the potential impacts of both the election cycle and the subsequent election results might be.  Small cap stocks, as well as other asset classes, can exhibit unique performance patterns during election years, influenced by the political and economic uncertainty that often surrounds these periods.  September, in... Read more ›

Essex's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps.  Nancy touches on her optimism of the Small Cap market after coming off of the second worst underperformance cycles since 1926 and what is currently driving the US economy.  She also speaks on specific names and... Read more ›

Essex's Co-CEO, Nancy Prial, recently spoke with The Wall Street Transcript (TWST) to discuss her outlook on the larger impact generative AI will have in the near future, including what types of companies to look out for in the Small and Mid Cap sectors.  To read the full article, please click here.       Please find important disclosures here. Read more ›

The investment universe is crowded with various benchmarks and indices designed to help financial planners and investors navigate their way through different market segments. Among these, the Russell 2000 Growth and Russell 2000 Value benchmarks stand out for their focus on...Read More     Please find important disclosures here. Read more ›

Essex's Co-CEO, Nancy Prial, recently appeared on the Schwab Network to share her thoughts on the current Bull Market touching on topics of earnings, Fed rates, and the impact on the Russell Indexes.  Additionally, she provided several Small Cap stock picks she's favoring. To view the entire video please click here.         Please find important disclosures here. Read more ›

In the diverse landscape of investment options, small cap growth strategies are often celebrated for offering investors the prospect of high reward, albeit with elevated risk, by focusing on companies with smaller market capitalization...Read More     Please find important disclosures here. Read more ›

The investing community has witnessed an increasing shift towards passive investment strategies in recent years, due to the proliferation of low-cost index funds and ETFs.  While passive strategies may serve investors well in certain markets and asset classes...Read More       Please find important disclosures here. Read more ›

Essex's CO-CEO, Nancy Prial, recently was featured on CNBC Worldwide Exchange to discuss big bank earnings along with their potential deposit and loan growth as well as the impact of inflation and Fed rates. To view the entire video, please click here.         Please find important disclosures here. Read more ›

For financial advisors seeking to maximize investment returns, evaluating investment managers, especially small cap growth managers demand a longer-term perspective to be truly meaningful. Short-term...Read More   Read more ›