General Investing >> Money Manager Interviews >> November 18, 2016

Seeking Improving Fundamentals in Small Caps and Midcaps

Prial, Nancy
Nancy Prial, CFA, is Co-Chief Executive Officer and Senior Portfolio Manager at Essex Investment Management Company, LLC. She is the portfolio manager for the micro, small and smid growth strategies. Earlier, she worked at Burridge Growth Partners as the Chief Investment Officer and Senior Vice President responsible for the smid and small-cap growth strategies. The Essex Small Cap Growth Strategy was launched and developed by Ms. Prial in 2001 while at Burridge. Previously, she worked for four years as a senior vice president and senior portfolio manager at American Century Investors where her responsibilities included leading the team that managed the Heritage Fund. She began her career at Frontier Capital Management where she was both a fundamental analyst and portfolio manager in the small and midcap area. She received a degree in electrical engineering and mathematics from Bucknell University and an MBA from Harvard Business School. Ms. Prial is a trustee at Bucknell and is the Chair of the finance committee. She is also on the executive board of the Evanston Art Center. Profile
Sacks, Saralyn
Saralyn Sacks is Senior Vice President and Portfolio Manager of Essex Investment Management Company, LLC. Prior to joining Essex in 2005, Ms. Sacks spent nine years at Burridge Growth Partners. Previously, Ms. Sacks spent two years as an associate equity analyst at Stifel, Nicolaus and Company, Inc., specializing in the analysis and evaluation of gaming companies. Ms. Sacks earned a B.S. in statistics from the University of Michigan, an M.S. in economics from the London School of Economics, and an MBA in finance and accounting from the University of Chicago Booth School of Business. Profile
TWST: Overall, how are small- and mid-cap stocks doing right now?

Ms. Prial: Although small- and mid-cap stocks have certainly done very well, they have done it

Pin It on Pinterest

Share This