Last month, Essex Global Environmental Opportunities Strategy (GEOS) portfolio manager Bill Page was featured in a Climate Investing Roundtable hosted by Essex GEOS client Collaboration Capital. The goal of the Roundtable was to state the case for moving the needle on climate solutions. GEOS invests in the technologies that are solving the world’s environmental challenges, and solves six important U.N.... Read more ›
insights
Q2 2019 Essex Exchange
Many market prognosticators have labelled this Bull market as the “Central Bankers’ Bubble.” Certainly, after years of Quantitative Easing, it is fascinating to see the world’s Central Banks backpedaling into accommodative policies after only a few fleeting moments of tightening. But what does that really mean? Look at Japan, after years of buying Japanese ETFs, the Bank of Japan now... Read more ›
Nancy Prial Featured on TD Ameritrade Network
Essex CO-CEO and Senior Portfolio Manager Nancy Prial was recently featured on the TD Ameritrade Network. Nancy discussed trends in the Small-Mid cap field, sector growth areas, and her outlook going forward. To view her appearance please click here: Read more ›
Clean Tech Disruption—Transforming The Grid
Senior Portfolio Manager Bill Page of the Essex GEOS Strategy, recently had an article featuring ideas on disrupting the aging electrical grid published in FA Magazine’s Private Wealth section. "We frequently describe clean tech as being transformative or disruptive because it generally saves money, while improving the quality of life with enhanced environmental benefits. By offering cheaper, more efficient solutions, clean tech... Read more ›
Buybacks & ETFs: The Passive Bubble
Perusing my charts over the weekend, it dawned on me that two current market phenomena are coming to a head →Buybacks & ETFs. Both are very prominent trends that have created a powerful feedback loop which I believe has a myriad of implications for the current market structure. So, let’s dive in! Historically, stock buybacks were shunned because firms feared... Read more ›
The Essex GEOS Clean Slate 11
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
The Essex GEOS Clean Slate 10
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
CityWire – Boutique of the Week
Inside Essex Investment Management... The firm was founded by current chairman and chief investment officer Joe McNay in 1976. 'Joe has had a long career identifying dynamic growth trends early, and that continues to this day,' said co-chief executive officer and senior portfolio manager Nancy Prial. Prial joined the firm in 2005 when the firm she was working for....... Click... Read more ›
Essex Shifts Ownership Stakes
Essex Investment Management has seen its Founder and CIO Joseph McNay reduce his ownership stake below 50% in a move that the firm believes sends a signal to the marketplace... Click Here to Read on: Read more ›
Q1 2019 Essex Exchange
With a first quarter total return of 13.7% for the S&P 500 Index, 2019 has certainly started better than the prior year ended. Whereas the final quarter of 2018 was one of the worst quarters for the stock market in decades (with the S&P 500 Index posting a total return of -13.5%), the first quarter represents one of the best... Read more ›