Category: SMID Growth

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 ›

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 ›

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 ›

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 ›

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 ›

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 ›

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 ›