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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, 2023

GEOS- Inflation Reduction Act

Inflation Reduction Act: Accelerating the Low Carbon Transition The Essex Global Environmental Opportunities Strategy (GEOS) team believes the US Inflation Reduction Act (IRA) will... Read more ›

January 18th, 2023

GEOS January 2023 Update

Essex Global Environmental Opportunities Strategy (GEOS) January 2023 Update To say 2022 was a difficult year for the global capital markets... Read more ›

January 5th, 2023

Q4 2022 Essex Exchange

2022 was a year that started with rosy expectations. The stock market was near all-time highs. Unemployment was near all-time lows. Inflation was under control.... Read more ›

Our team

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