insights

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: https://tdameritradenetwork.com/video/rB4A-HelEm2Bd6rnIuQCAw 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 ›

Nancy Prial Featured in the Wall Street Journal on Small Caps

Nancy Prial, Essex's CO-CEO, was recently featured in an article with the Wall Street Journal addressing the topics of small cap stocks and the bounce back of the Russell 2000 small-cap index.  To view the entire article please click here.   Please note you do need a Wall Street Journal membership to read the full story.   Please find important... Read more ›

Nancy Prial Joins CNBC’s Fast Money as an Expert Panelist

Essex’s CO-CEO, Nancy Prial, was recently invited to join CNBC Fast Money’s full show as one of the expert panelists. Nancy shared her thoughts on the tech sector, potential opportunities in small-caps and stocks. To view the entire show, please click on the video below.       Please find important disclosures here Read more ›