Projections & Expectations
Predicting the future is difficult. Essex principals believe their investment strategy and process, coupled with the unique structure of its capital funding, create an opportunity that can drive growth in share value.
Because Essex is publicly traded and incurs its own operating expenses, returns can be realized by several means:
- As underlying value and/or earnings of a portfolio company increase, the Essex balance sheet reflect increase in share value
- Interest payments, dividends or distributions reported as income to Essex
- A liquidity event occurs and cash is realized, the value of which is reflected on the Essex balance sheet
- Investors can lock in gains by selling Essex stock, or
- Hold for the next round of liquidity events