Q2 2021 Essex Exchange

A key tenet for growth equity investing at Essex Investment Management is problems create investment opportunities. We concur with Nelson Rockefeller's quote, "Wherever we look upon this earth, the opportunities take shape within the problems." Our world is facing increasingly severe global challenges, and we believe our world's problems can be solved with... Click Here to Read On Read more ›

Essex GEOS June 2021 Update

  Essex Global Environmental Opportunities Strategy (GEOS) June 2021 Update   Our social impact management efforts have centered on demonstrating that investing in listed equities can be of high impact, provided the equity holdings are solutions oriented. GEOS focuses on clean technology, which we define as “doing more with less”, enhancing economic activity with less inputs. The focus on clean... Read more ›

Nancy Prial’s Reaction to the Fed’s Comments on Possible Rise in Interest Rates

Essex's Co-CEO and Senior Portfolio Manager, Nancy Prial, was recently quoted in an article on CNBC in relation to Treasury Secretary Janet Yellen's comments about interest rates potentially rising the second half of the year. To view the entire article, please click here.     Please find important disclosures here Read more ›

Essex GEOS March 2021 Update

  Essex Global Environmental Opportunities Strategy (GEOS) Update: March, 2021    Outreach We are increasingly being asked to contribute to the media and other outlets for our thoughts on impact, cleantech, and thematic investing. Rob Uek, GEOS Co-Manager recently provided some points on cleantech to TD Ameritrade: And late in February, Bill Page, GEOS Co-Manager presented on impact investing... Read more ›

Essex GEOS January 2021 Review and Outlook

    Essex Global Environmental Opportunities Strategy (GEOS) Review: January, 2021 Performance – January, 2021  The equity market volatility of January, 2021 was driven by a lofty equity market overall coupled with domestic civil unrest and extreme market speculation on retail trading platforms. Our investment objective and focus does not waver during such market backdrops when managing the Essex Global... Read more ›

Nancy Prial on CNBC Discussing the Retail Trade Frenzy and Small Caps

Essex's CO-CEO, Nancy Prial, spoke with CNBC this morning to discuss her views on the recent retail trading frenzy as well as the topic of investment opportunities to earn growth at a reasonable price.  She also touches on her outlook for Small Cap stocks in 2021. To view the entire video, please click here.   Please find important disclosures here. Read more ›

Q4 2020 – Essex Exchange

As if 2020 were not difficult enough, we were dealt a particularly hurtful and personal blow with the unexpected passing of Steve Cutler shortly before Thanksgiving.  Steve, our President and a Senior Portfolio Manager, first joined Essex in 1989, and for the past 30 years has been a great colleague, investor, mentor, leader and friend to Essex and to our... Read more ›