Listed Equity Infrastructure Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access to the attributes of infrastructure, with its potential for long-term growth coupled with inflation hedging. GEOS is long-only, global, and focused across nine environmental themes, all solving the need to harness economic growth with fewer... Read more ›
insights
Essex’s GEOS: The Call for Clean Tech Optimism
The Call for Clean Tech Optimism Skepticism and pessimism aren’t synonymous. Skepticism calls for pessimism when optimism is excessive. But it also calls for optimism when pessimism is excessive. – Howard Marks, The Limits to Negativism, October 15, 2008 While the broader market continues to reach new highs, clean tech stocks remain deeply out of favor.... Read more ›
Essex’s Nancy Prial’s on Small Cap Opportunities Within Generative AI
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 ›
Essex’s Nancy Prial on a Look at the Shortcomings of Small Cap Benchmarks
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 Nancy Prial on Schwab Discussing the Bull Market and Small Cap Stocks
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 ›
April 2024 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) April 2024 Update The Orchestra Over the past decade, we have written extensively about the importance of the electrical grid, especially the strong positioning of companies delivering modern technologies to power our economy more efficiently from industry to home. The companies enabling electricity delivery and grid modernization have done well over... Read more ›
The Problem with the Polarization of Clean Tech
The Problem with the Polarization of Clean Tech Clean technologies represent one of the greatest economic opportunities today. And we say this without even taking into consideration the much-maligned environmental advantages of these technologies. The country that can take leadership in clean technology will effectively be in an OPEC-like position of control for our future energy sources and economic power. ... Read more ›
March GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) March 2024 Update The Anti-Bubble …a price fall in and of itself does not necessarily reflect adverse business developments or value deterioration. It is vitally important for investors to distinguish stock price fluctuations from underlying business reality. If the general tendency is for buying to beget more buying and... Read more ›
Essex’s Nancy Prial on Benefits of Small Cap Strategies With a Micro Cap Tilt
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 ›
February GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) February 2024 Update Got AI? Performance for the Essex Global Environmental Opportunities Strategy (GEOS, Strategy) languished in January 2024 after strong performance in November and December. Our take is market sentiment continued to favor mega cap technology – what drove the equity market last year, as investors remain completely risk averse... Read more ›