Category: SMID Growth

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 ›

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's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps.  Nancy touches on her optimism of the Small Cap market after coming off of the second worst underperformance cycles since 1926 and what is currently driving the US economy.  She also speaks on specific names and... Read more ›

Essex's Co-CEO, Nancy Prial, recently spoke with The Wall Street Transcript (TWST) to discuss her outlook on the larger impact generative AI will have in the near future, including what types of companies to look out for in the Small and Mid Cap sectors.  To read the full article, please click here.       Please find important disclosures here. Read more ›

The investment universe is crowded with various benchmarks and indices designed to help financial planners and investors navigate their way through different market segments. Among these, the Russell 2000 Growth and Russell 2000 Value benchmarks stand out for their focus on...Read More     Please find important disclosures here. Read more ›

Essex's Co-CEO, Nancy Prial, recently appeared on the Schwab Network to share her thoughts on the current Bull Market touching on topics of earnings, Fed rates, and the impact on the Russell Indexes.  Additionally, she provided several Small Cap stock picks she's favoring. To view the entire video please click here.         Please find important disclosures here. Read more ›

In the diverse landscape of investment options, small cap growth strategies are often celebrated for offering investors the prospect of high reward, albeit with elevated risk, by focusing on companies with smaller market capitalization...Read More     Please find important disclosures here. Read more ›