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 ›
insights
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 ›
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 ›