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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

July 24th, 2024

Nancy Prial on CNBC The Exchange and the Bull Case for Small Cap Stocks

Essex's CO-CEO Nancy Prial, along with global market strategist Brian Levitt from Invesco recently discussed their thoughts on the current outlook for Small Caps.  Nancy... Read more ›
July 17th, 2024

July 2024 GEOS Update

    Essex Global Environmental Opportunities Strategy (GEOS) July 2024 Update     We have long expressed that the Essex Global Environmental Opportunities Strategy (GEOS)... Read more ›
July 10th, 2024

GEOS: Listed Equity Infrastructure

    Listed Equity Infrastructure   Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access... 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