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 also is the portfolio manager for the micro, small, and SMID growth strategies. Prior to joining Essex in 2005, she was at Burridge Growth Partners as the Chief Investment Officer and Senior Vice President responsible for the SMID and Small Cap Growth Strategies. Previously, she was a Senior Vice President and Senior Portfolio Manager at American Century Investors. Her career began at Frontier Capital Management. She received a B.S. degree in electrical engineering and mathematics from Bucknell University. She also earned an MBA from Harvard Business School. She is a Trustee Emeritus at Bucknell University. In addition, she is the President of Women Investment Professionals. 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