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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)

Latest Insights

February 15th, 2024

February GEOS 2024 Update

  Essex Global Environmental Opportunities Strategy (GEOS) February 2024 Update   Got AI?   Performance for the Essex Global Environmental Opportunities Strategy (GEOS, Strategy) languished... Read more ›
January 29th, 2024

Nancy Prial on The Rewards of Active Investing

The investing community has witnessed an increasing shift towards passive investment strategies in recent years, due to the proliferation of low-cost index funds and ETFs. ... Read more ›
January 23rd, 2024

Giving Cleantech a Bad Name

  Giving Cleantech a Bad Name   We are cringing following the latest announced capital raise by Plug Power, Inc.  Although we are not investors... Read more ›

Our team

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

Meet the team