Home

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

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 ›

September 18th, 2024

Essex GEOS Focus on The Solar Sector

Solar has been a difficult sector for investors for more than two years. The largest solar exchange traded fund, Invesco's Solar ETF (ticker: TAN), is... Read more ›

August 28th, 2024

Essex GEOS Highlighted by the Financial Times

We are pleased to announce that Essex was recently mentioned by the Financial Times with an interactive listing of 100+ impact investors. This segment includes... Read more ›

Our team

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