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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

Latest Insights

September 18th, 2024

Essex GEOS Focus on The Solar Sector

Solar has been a difficult sector for investors for more than two years. The largest solar exchange traded fund, Invesco's Solar ETF (ticker: TAN), is... Read more ›

August 28th, 2024

Essex GEOS Highlighted by the Financial Times

We are pleased to announce that Essex was recently mentioned by the Financial Times with an interactive listing of 100+ impact investors. This segment includes... Read more ›

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 ›

Our team

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