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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

Evolution Long/Short

Latest Insights

January 21st, 2022

Essex 2021 ESG Update

Essex 2021 ESG Update Essex Investment Management, LLC, an independent, employee-owned institutional investment firm, continued to build upon our ESG progress from 2020 during the... Read more ›
January 19th, 2022

GEOS January 2022 Update

  GEOS January 2022 Update     As we reflect on the volatility for clean technology stocks in 2021, cumulating with the correction of late... Read more ›
January 5th, 2022

Q4 2021 Essex Exchange

The S & P 500 capped off another strong performance year with a Q4 2021 gain of 10.7%, culminating in a one year return of... 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