insights

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 ›

GEOS Portfolio Perspective Update

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 ›

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 ›

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 ›

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 ›