Important Disclosures about our Website:

  • Essex Management Company, LLC (“Essex”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”) with its principal office in Boston Massachusetts. SEC registration does not imply a certain level of skill or training. Essex and its representatives are also in compliance with the registration and notice filing requirements imposed upon investment advisers and their representatives by those states in which Essex has clients. Essex may only transact business in those states it has appropriately filed, or qualifies for an exemption or exclusion from filing requirements.
  • Nothing on this website should be considered an offer to sell or the solicitation of an offer to buy shares of any security. This site is not intended to offer investment advice and should not be taken as such.  Nothing on this site should be considered as a guide to the selection of securities or the construction of a portfolio by an investor. Our selection of securities and composition of portfolios involve many factors that may not be discerned by viewing the materials on this website. Any individuals or institutions who are interested in any of Essex’s investment strategies should review Form ADV Part 2 (Brochure and Supplement) for Essex, which is available on our website, and should discuss their own objectives and the capabilities of Essex in detail with a representative of Essex. Any direct communication by Essex with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.
  • Essex manages portfolios for many clients in a number of investment styles. Recommendations for one client may not be suitable for other clients. Returns realized by our clients may differ depending on the styles and objectives of the individual portfolios.
  • Essex believes that the material presented on this website is accurate and has been obtained from sources believed to be reliable. However, there may be errors.  There are no guarantees about the accuracy or comprehensiveness of the data or the expectations expressed.  Also, material may be dated.  Newsletters, articles, commentaries, presentations may contain a discussion of positions or recommendations as of a specific prior date. Changes may have occurred since the material was prepared.
  • Essex does not make any representation or warranties as to the accuracy, completeness, timeliness, suitability or relevance of any information provided by any unaffiliated third party, whether linked to Essex’s website or incorporated herein, and takes no responsibility for such information or the contents of any linked website.
  • Past performance is no guarantee of future results. All investment strategies involve a high degree of risk and any portfolio managed by Essex may lose all or a substantial portion of the invested capital. Essex makes no assurances, warranties or representations that the strategies described herein will meet their investment objectives or incur any profits.
  • Any projections, targets, or estimates on this website are forward looking statements and are based on Essex’s research, analysis, and assumptions made by Essex. There can be no assurances that such projections, targets, or estimates will occur and the actual results may be materially different. Other events that were not taken into account in formulating such projections, targets, or estimates may occur and may significantly affect the returns or performance of any accounts managed by Essex.
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Comparative indices maybe included in our materials presented on this website to include the following definitions and disclosures:

 

Russell 1000 Growth

The Russell 1000® Growth Index contains those securities in the Russell 1000 Index with a greater-than-average growth orientation, and includes reinvestment of dividends. Companies in this index tend to exhibit higher price-to-book and price/earnings ratios, lower dividends yields, and higher forecasted growth values.  The Russell 1000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly. 

Russell 2000 Growth

The Russell 2000® Growth Index contains those securities in the Russell 2000 Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell 2000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.

Russell 2500 Growth

The Russell 2500® Growth Index contains those securities in the Russell 2500 Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell 2500® Growth Index returns are shown for all years. The Russell 2500® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.

Russell 3000 Growth

The benchmark for the composite is the Russell 3000® Growth Index. The index consists of those securities in the Russell 3000 with a greater-than-average growth orientation, and includes reinvestment of dividends.   Companies in this index tend to exhibit higher price-to-book and price/earnings ratios, lower dividends yields, and higher forecasted growth values.  The Russell 3000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.

Russell Microcap Growth

The Russell Micro Cap® Growth Index contains those securities in the Russell Micro Cap Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell Micro Cap® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.

S&P 500

The S&P 500 Index is a widely recognized, unmanaged index of the prices of 500 stocks which represent the industrial, financial, utility, and transportation sectors of the equity market, and includes the reinvestment of dividends. This index is commonly used by investors as a proxy for the equity market.

MSCI World Index Total Return Gross

The MSCI World Index Total Return Gross is a global benchmark that includes reinvestment of dividends and it is quoted in USD. The index is a free-float weighted equity index composed of companies that are representative of the market structure of 23 developed market countries in North America, Europe, and the Asia/Pacific Region.  It does not include emerging markets.  An index is unmanaged and cannot be invested in directly.