Nuclear Resurgence Historically, economic growth has meant rising energy usage, but in mature economies such as the U.S., energy consumption has plateaued over the last couple of decades due to energy efficiency measures – better building standards, better insulation, more energy efficient HVAC equipment, etc. With the forecast electrification of transportation and the voracious energy appetite of AI data centers,... Read more ›
Category: Investment Commentary
Essex’s Nancy Prial: Healthcare Sector Outlook 2025 – Challenges, Opportunities and the Path Ahead
The healthcare sector is currently grappling with significant changes including political shifts, macroeconomic pressures, and structural changes. As a result of this uncertainty, it has recently underperformed relative to broader markets, with five of the past six years producing lower returns compared to...Click here to read more Please find important disclosures here. Read more ›
Bill Page, Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund on EV’s
Bill Page, Essex's Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund, recently was featured on the Schwab Network to discuss Electric Vehicles. He touches on some names to look out for in the Electric Vehicle space as well as innovations to watch for in the upcoming future. To view the entire video, please click here. ... Read more ›
Essex’s Rob Uek on First Solar and Pear Tree Essex Environmental Opportunities Fund
Essex's Co-CEO, Rob Uek, was recently featured on the Schwab Network to discuss his thoughts on the Solar Industry, specifically touching on First Solar's Q3 2024 earnings. He also spoke about the Pear Tree Essex Environmental Opportunities fund that he manages with Bill Page of Essex, and favorable names in the fund that focus on environmental solutions. To view the... Read more ›
Essex’s Nancy Prial: The Disruptive Impact of “Noise” vs. Fundamentals in Small Cap Investing
Technology has transformed investing dramatically. The stock market, once the domain of seasoned investment professionals, now has algorithmic trading, speculative hedge funds, and a slew of day traders, all vying for short-term gains. While these new strategies provide liquidity and rapid-fire responses to market data...Click to Read More Please find important disclosures here. Read more ›
Nancy Prial Featured on CNA Asia First
Essex's Co-CEO, Nancy Prial, was recently featured on CNA Asia First for a US markets discussion based around semiconductor and chipmaker names as well as semiconductor names and they're involvement with AI. To view the entire video please click here. Please find important disclosures here Read more ›
Nancy Prial on Small Caps and Interest Rates
Fed Rate Cuts Often Ignite Small-Cap Outperformance Fed rate cuts have often acted as a catalyst for small-cap outperformance, with this segment frequently outperforming large-caps over the next 3, 6, and 12 months. Coupled with cheap valuations, accelerating M&A activity, and improving earnings, we are optimistic that the recent trend of small-caps outperforming large-caps can continue. Additionally, tight high-yield spreads... Read more ›
Q3 2024 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024 With the US Presidential election approaching, it seems everything has been politicized today, including most facets of the energy transition. Yet we believe any political risk for the clean tech sector is overly discounted at present, expediting attractive valuations and growth prospects. Beyond this exaggerated political... Read more ›
Essex’s Nancy Prial: Small Cap Stocks Opportunities During Election Years
Small Cap Stocks Provide Opportunities During Election Years Every four years, investors wonder what the potential impacts of both the election cycle and the subsequent election results might be. Small cap stocks, as well as other asset classes, can exhibit unique performance patterns during election years, influenced by the political and economic uncertainty that often surrounds these periods. September, in... Read more ›
Essex GEOS Focus on The Solar Sector
Solar has been a difficult sector for investors for more than two years. The largest solar exchange traded fund, Invesco's Solar ETF (ticker: TAN), is down more than 23% for the year to date through 9/15/2024. This compares to a 19% positive total return for the broader stock market as measured by the S&P 500 Index year to date. Since... Read more ›