Category: SMID Growth

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 ›

In the current investment environment, it is rare to go more than a few days without reading or hearing about the significant current valuation differential between small cap and large cap stocks...Read More   Read more ›

Essex's C0-CEO, Nancy Prial, recently appeared on CNBC's Worldwide Exchange to discuss the firm's outlook on banks as they are reporting earnings this week. To view the entire video, please click here.         Please find important disclosures here. Read more ›

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 ›

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 ›