Our investment philosophy is based on the early identification of growth, wherever growth exists.

Since our founding in 1976, we have remained firmly committed to a consistent investment philosophy.

Our ultimate mission is to provide our clients with long-term investment returns consistently above their respective benchmarks.

Latest Insights

April 26th, 2018

Where Does Technology Go Next?

Should we worry about the predominance of technology in the benchmarks? The technology sector was 39% of the Russell 1000 Growth at the end of... Read more ›
April 19th, 2018

The Essex GEOS Clean Slate Issue 5

The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on... Read more ›
April 5th, 2018

Q1 2018 Essex Exchange

While equities continue to be the best performing asset class over time, our current market view is balanced on an emphasis on stock selection and... Read more ›

Our team

In the background of each portfolio is a team of research analysts providing a steady flow of ideas.

Meet the team