Category: Investment Commentary

For investors, today’s market presents a mix of challenges and opportunities. While economic uncertainty, shifting fiscal policies, and geopolitical risks dominate headlines, small-cap growth investors must take a measured approach...Read More     Please find important disclosures here.     Read more ›

Essex's CO-CEO, Nancy Prial recently spoke with CNBC covering the topics of the impact of current and new proposed tariffs and the market volatility in the Small Cap space. To view the entire video, please click here.         Please find important disclosures here. Read more ›

Essex's CO-CEO, Nancy Prial, was featured on CNBC this morning to discuss her thoughts on the recent market volatility and possible opportunities for picking small cap stocks in this current market. To view the entire video, please click here.         Please find important disclosures here Read more ›

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 ›

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 ›

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 ›

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 ›