The third quarter of 2018 has witnessed the achievement of a number of meaningful milestones in our economy and the capital markets. In late August, the current bull market in US stocks officially became the longest on record at 3,543 days without a market correction greater than 20%. Further, the US economic recovery is approaching the longest on record, surpassed... Read more ›
insights
Wall Street Transcript – September 2018
Nancy Prial discusses Essex Investment Management Company, LLC. Ms. Prial specializes in the identification of growth. She looks for growth wherever it exists, in any industry. Ms. Prial wants to identify a stock when its price does not fully reflect its future growth prospects. Some of the areas she is currently finding growth include life sciences, infrastructure rebuilding and technology...... Read more ›
Back to the Buggy Whip?
Back to the Buggy Whip? Over the past few weeks, our President and the Administration have proposed rolling-back environmental initiatives in the form of a proposed new rulemaking for Federal CO2 and fuel economy standards, recommending freezing automotive efficiency targets between 2020 and 2026. Both the EPA and the NTSA are also submitting agency acts to revoke a California... Read more ›
The Essex GEOS Clean Slate 8
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Light at the End of the Tunnel
As active managers, we have seen firsthand the impact of the rise of passive investing over the past decade and a half. We have watched this phenomena with concern as to how we could effectively communicate our message that active management can add value over passive strategies without needing to make an either/or choice between the... Read on Here: Read more ›
The Essex GEOS Clean Slate 7
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q2 2018 Essex Exchange
As active managers, we have seen firsthand the impact of the rise of passive investing over the past decade and a half. We have watched this phenomena with concern as to how we could effectively communicate our message that active management can add value over passive strategies without needing to make an either/or choice between the two elements of investing.... Read more ›
The Essex Geos Clean Slate 6
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Where Does Technology Go Next?
Should we worry about the predominance of technology in the benchmarks? The technology sector was 39% of the Russell 1000 Growth at the end of March 2018 versus only 9% of the Russell 1000 Value. However, despite the strong performance of technology in general and the dominance of the FAANG themes in many growth investors’ portfolios, we believe that there... Read more ›
The Essex GEOS Clean Slate Issue 5
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›