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 ›
insights
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 ›
Nancy Prial on The Rewards of Active Investing
The investing community has witnessed an increasing shift towards passive investment strategies in recent years, due to the proliferation of low-cost index funds and ETFs. While passive strategies may serve investors well in certain markets and asset classes...Read More Please find important disclosures here. Read more ›
Giving Cleantech a Bad Name
Giving Cleantech a Bad Name We are cringing following the latest announced capital raise by Plug Power, Inc. Although we are not investors in Plug Power, the company frustrates us nonetheless as it highlights the type of corporate behavior that hurts the cleantech investment case. If you are unfamiliar with the Plug Power story, consider yourself lucky that... Read more ›
Essex’s Nancy Prial on CNBC Worldwide Exchange
Essex's CO-CEO, Nancy Prial, recently was featured on CNBC Worldwide Exchange to discuss big bank earnings along with their potential deposit and loan growth as well as the impact of inflation and Fed rates. To view the entire video, please click here. Please find important disclosures here. Read more ›
January GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) January 2024 Update For the quarter and the year, GEOS significantly outperformed the secondary benchmark, the Wilderhill Clean Energy Index, as has been consistent with our track record during times of volatility amidst the clean tech sector. GEOS underperformed the primary MSCI World Index for the year, given significant headwinds... Read more ›
December GEOS 2023 Update
Essex Global Environmental Opportunities Strategy (GEOS) December 2023 Update The recently difficult equity returns environment for the Essex Global Environmental Opportunities Strategy (GEOS) abated in the month of November 2023 given positive updates from management teams, broader equity market participation, and some coding from the Federal Reserve that inflationary declines are resonating and on target. Currently, world... Read more ›
Essex’s Nancy Prial on Evaluating Small Cap Growth Managers
For financial advisors seeking to maximize investment returns, evaluating investment managers, especially small cap growth managers demand a longer-term perspective to be truly meaningful. Short-term...Read More Read more ›
Essex’s Nancy Prial on the Small Cap vs Large Cap Valuation Disparity
In the current investment environment, it is rare to go more than a few days without reading or hearing about the significant current valuation differential between small cap and large cap stocks...Read More Read more ›