GEOS – Portfolio Perspective There is an important shift occurring in the global equity market – and one we have been observing and discussing over the past several months. While the market prognosticators state it has been an extremely difficult time to outperform the indices, we note that correlations across equities are decreasing. The reason active investors have been having... Read more ›
insights
Seven Reasons to Invest in Micro Caps — and How to Do it Right
Essex's Co-CEO, Nancy Prial, recently wrote an article highlighting several reasons of how to and why to invest in Micro-Cap Stocks: Savvy investors have long understood the benefits of small-cap stocks. They know that an allocation to a less-efficient area of the market can improve the risk/return profile of a portfolio. The same and more can be said about micro... Read more ›
High Impact Listed Equity Investing
The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS social impact reporting methodology while providing examples of how GEOS solves environmental challenges. For the Executive Summary Click Here For the Full White Paper Click Here Read more ›
1 + 1 = 0
1 + 1 = 0 By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund When a merger or acquisition is proposed, the M&A bankers often seem to justify the combination using a fantastical mathematical model something like: “1 + 1 = 3”. In other words, the resulting entity instantly should be worth more than simply the summation... Read more ›
Q3 2020 – Essex Exchange
In December 2016, Fed Chair Greenspan famously implied that the stock market was suffering from “irrational exuberance”. Specifically, during a speech to the American Enterprise Institute, Greenspan asked “How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contraction?” Although this query concerned the stock market following this presentation... Please... Read more ›
Nancy Prial on CNBC Discussing Economic Growth in Q4
Essex's CO-CEO, Nancy Prial, recently shared her thoughts with CNBC about the potential for positive earnings and growth related to the equity markets in Q4, in addition to specifics related to the housing sector. To view the entire video, please click here. Read more ›
It’s Wake Up Time
It’s Wake-up Time By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund Our overarching assumption has been that the automotive world is moving towards electrification at a pace faster than most people are expecting. In other words, the automotive market penetration of electric vehicles will be much bigger much sooner than expected by the market. This stance... Read more ›
Nancy Prial on CNBC Discussing Upcoming Big Winner Small Cap Stocks
Essex's CO-CEO, Nancy Prial, recently interviewed with CNBC on a couple small cap stocks to watch out for. To view the entire video, please click here. Read more ›
CNBC’s Fast Money with Nancy Prial
Nancy Prial was recently featured on CNBC'S Fast Money to discuss the upcoming opportunities for Small Caps. To view the entire video, please click here. https://twitter.com/CNBCFastMoney/status/1300549538579714048 Read more ›
GEOS June 2020 Review and Outlook
GEOS June 2020 Review and Outlook The second quarter of 2020 brought a global equity market that waxed and waned between one of vibrance, catalyzed by historically unprecedented support from stimulus packages, to volatility based on the timing for the recovery of the COVID-generated economic crisis. While we believe an eventual economic recovery will unfold in... Read more ›