While boutique investment firms may not have the depth of resources available to their mammoth counterparts, they make more efficient use of those they do have and implement a dedicated focus to their strategies and client relationships. When it comes to managing small cap portfolios, many experienced institutional investors prefer the agility and specialized approach of smaller boutique firms for... Read more ›
Category: Investment Commentary
Essex’s Nancy Prial: Seven Reasons to Invest in Micro Cap
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 caps. It is a highly inefficient market segment where large, widespread information gaps and security mispricing can be exploited... Read more ›
Essex’s Nancy Prial: Successfully Navigating the Path of Small Cap Growth Stocks
In the complex landscape of the investment world, small cap growth stocks have long been underfollowed, under-owned, and underappreciated. Their potential for high rewards can be obscured by perceptions of higher risk and instability. But astute investors, who possess superior insights into changing corporate fundamentals, may find a “silver lining” within this often overlooked and misunderstood asset class...Click Here to... Read more ›
Essex’s Nancy Prial: Thematic Insights in Small Cap Investing
Our best investment insights are driven by themes that are big, multi-year and actionable – they capture the necessary tailwinds of a favorable macro environment that will drive economic expansion as well as individual company growth and profitability. With years of practice, we have observed most of our themes to be long-lasting. Today our core themes are...Click Here to Read... Read more ›
Essex GEOS: Power Switch
Power Switch? DeepSeek, a Chinese AI upstart rocked the tech world last weekend with the introduction of an open-source large language model (LLM) exhibiting less compute intensity than the leading and legacy US LLM efforts such as OpenAI. The stocks of firms enabling current, and most importantly future data center development and LLM processing such as the graphics... Read more ›
Q4 2024 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Fourth Quarter ended December 31, 2024 The Essex Global Environmental Opportunities Strategy (GEOS) was founded on our strong belief that the listed equity markets offer solutions to global environmental problems and companies with commercially viable solutions offer investors long-term investment opportunities. The last few years have been challenging for the clean technology sector as... Read more ›
Essex’s Nancy Prial: Small Cap Industrials – Building Momentum in a Changing Economic Landscape
The small-cap industrial sector is entering a period of significant opportunity, fueled by infrastructure investments, localized production, and advances in automation. With the agility due to size and specialized expertise, small-cap industrial firms are at the forefront of addressing evolving demands across construction, energy, and manufacturing. This document highlights the trends driving their growth and explores key industries experiencing the... Read more ›
Essex’s Nancy Prial: Small Cap Tech Sector Innovations – Nine Growth Catalysts for 2025
The year 2025 promises to provide a dynamic landscape for the small-cap technology sector, fueled by federal initiatives and emerging market trends that prioritize innovation. From the revolution in generative AI to the resurgence of domestic semiconductor production, small-cap firms are participating fully in shaping the future of technology. With the multiple tailwinds of policy support and breakthrough innovation, these... Read more ›
Essex GEOS: Nuclear Energy Resurgence
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 ›
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 ›