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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

November 18th, 2024

Bill Page, Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund on EV’s

Bill Page, Essex's Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund, recently was featured on the Schwab Network to discuss Electric Vehicles.... Read more ›
November 4th, 2024

Essex’s Rob Uek on First Solar and Pear Tree Essex Environmental Opportunities Fund

Essex's Co-CEO, Rob Uek, was recently featured on the Schwab Network to discuss his thoughts on the Solar Industry, specifically touching on First Solar's Q3... Read more ›
October 29th, 2024

Essex’s Nancy Prial: The Disruptive Impact of “Noise” vs. Fundamentals in Small Cap Investing

Technology has transformed investing dramatically. The stock market, once the domain of seasoned investment professionals, now has algorithmic trading, speculative hedge funds, and a slew... Read more ›

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Our team

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

Meet the team