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.
Our ultimate mission is to provide our clients with long-term investment returns consistently above their respective benchmarks.
Latest Insights
High Impact Listed Equity Investing
The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS social impact reporting methodology while providing examples of... Read more ›1 + 1 = 0
1 + 1 = 0 By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund When a merger or acquisition is proposed, the... Read more ›Q3 2020 – Essex Exchange
In December 2016, Fed Chair Greenspan famously implied that the stock market was suffering from “irrational exuberance”. Specifically, during a speech to the American Enterprise... Read more ›Our team
In the background of each portfolio is a team of research analysts providing a steady flow of ideas.