Essex Global Environmental Opportunities Strategy (GEOS) January 2024 Update For the quarter and the year, GEOS significantly outperformed the secondary benchmark, the Wilderhill Clean Energy Index, as has been consistent with our track record during times of volatility amidst the clean tech sector. GEOS underperformed the primary MSCI World Index for the year, given significant headwinds... Read more ›
insights
December GEOS 2023 Update
Essex Global Environmental Opportunities Strategy (GEOS) December 2023 Update The recently difficult equity returns environment for the Essex Global Environmental Opportunities Strategy (GEOS) abated in the month of November 2023 given positive updates from management teams, broader equity market participation, and some coding from the Federal Reserve that inflationary declines are resonating and on target. Currently, world... Read more ›
Essex’s Nancy Prial on Evaluating Small Cap Growth Managers
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 ›
Essex’s Nancy Prial on the Small Cap vs Large Cap Valuation Disparity
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 ›
November 2023 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) November 2023 Update Equity market volatility continued in the month of October 2023, with expanding geopolitical crises amidst continued globally tight credit conditions. As the Federal Reserve paused on interest rate hikes, the market continued to worry about a forthcoming recession, placing continued pressure on smaller, growth oriented corporate equity... Read more ›
Essex’s Nancy Prial on CNBC’s Worldwide Exchange Discussing Bank Earnings
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 ›
October GEOS Update 2023
Essex Global Environmental Opportunities Strategy (GEOS) October 2023 Update In his 1987 letter to shareholders, Warren Buffett described the difference between short term trading and long-term investing using the metaphor of a voting machine versus a weighing machine. In the near term, the market can behave like a political contest, determining equity share prices based on popularity,... Read more ›
Essex’s Nancy Prial on The Case for Small Cap Investing
Investing in equities has historically been a proven method for long-term wealth creation. Research shows company size impacts returns.....Read more Please find important disclosures here. Read more ›
Essex’s Nancy Prial on Schwab Network Discussing Small Caps
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 ›
September 2023 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) September 2023 Update The month of August 2023 was a very difficult month for equities, especially smaller public equity shares. While it is hard to generalize an earnings season, second quarter earnings were muted, with many companies meeting earnings expectations at the low end of guidance. Market breadth, a measure of... Read more ›