We are pleased to announce that Essex was recently mentioned by the Financial Times with an interactive listing of 100+ impact investors. This segment includes reporting on trend analysis from the Global Impact Investment Network (GIIN): Please view the list here. Please find important disclosures here. Read more ›
insights
Nancy Prial on CNBC The Exchange and the Bull Case for Small Cap Stocks
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 ›
July 2024 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) July 2024 Update We have long expressed that the Essex Global Environmental Opportunities Strategy (GEOS) invests in clean technologies that are commercially viable – with increasing adoption rates and profitability. The clean tech trajectory is still healthy and expanding, despite headlines and associated sentiment to the contrary. Clean technologies enable... Read more ›
GEOS: Listed Equity Infrastructure
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 ›
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 ›