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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

Evolution Long/Short

Latest Insights

March 20th, 2023

GEOS March 2023 Update

Essex Global Environmental Opportunities Strategy (GEOS) March 2023 Update As the global equity markets digested fourth quarter 2022 earnings in... Read more ›

March 1st, 2023

GEOS – Net Zero Value Chains

Opportunities in Net-Zero Value Chains For many investors and stakeholders, a large company like Amazon or Walmart announcing a commitment to reach net-zero emissions is... Read more ›

February 22nd, 2023

GEOS February 2023 Update

Essex Global Environmental Opportunities Strategy (GEOS) February 2023 Update Companies continue to face pressure from investors and other stakeholders to disclose more... Read more ›

Our team

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