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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

May 20th, 2024

Essex’s GEOS: The Call for Clean Tech Optimism

    The Call for Clean Tech Optimism   Skepticism and pessimism aren’t synonymous.  Skepticism calls for pessimism when optimism is excessive.  But it also... Read more ›
May 15th, 2024

Essex’s Nancy Prial’s on Small Cap Opportunities Within Generative AI

Essex's Co-CEO, Nancy Prial, recently spoke with The Wall Street Transcript (TWST) to discuss her outlook on the larger impact generative AI will have in... Read more ›
May 1st, 2024

Essex’s Nancy Prial on a Look at the Shortcomings of Small Cap Benchmarks

The investment universe is crowded with various benchmarks and indices designed to help financial planners and investors navigate their way through different market segments. Among... 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