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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.

Essex Investment Management is an independent, employee-owned institutional investment firm that incorporates environmental sustainability and social factors into our portfolio management process. We believe the environmental, social and governance (ESG) factors of a company can determine investment differentiation and opportunities as well as uncover risks. We believe that innovative solutions will solve the world’s critical challenges.

ESG Philosophy Diversity, Equity, & Inclusion (DEI)

Strategies

Small Growth

Micro Growth

SMID Growth

Global Environmental Opportunities

Research

Latest Insights

October 17th, 2024

Nancy Prial on Small Caps and Interest Rates

Fed Rate Cuts Often Ignite Small-Cap Outperformance Fed rate cuts have often acted as a catalyst for small-cap outperformance, with this segment frequently outperforming large-caps... Read more ›

October 15th, 2024

Q3 2024 GEOS Review and Outlook

Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024 With the US Presidential election approaching, it seems everything has been... Read more ›

September 23rd, 2024

Essex’s Nancy Prial: Small Cap Stocks Opportunities During Election Years

Small Cap Stocks Provide Opportunities During Election Years Every four years, investors wonder what the potential impacts of both the election cycle and the subsequent... Read more ›

Our team

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