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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

September 14th, 2023

September 2023 GEOS Update

Essex Global Environmental Opportunities Strategy (GEOS) September 2023 Update The month of August 2023 was a very difficult month for equities, especially... Read more ›

August 10th, 2023

August 2023 GEOS Update

Essex Global Environmental Opportunities Strategy (GEOS) August 2023 Update Equity market volatility was dampened in July 2023, the result of Wall Street vacations... Read more ›

July 25th, 2023

Essex’s Nancy Prial on Fox Business Discussing AI

Essex's Co-CEO, Nancy Prial, recently discussed the popular topic of Artificial Intelligence (AI), the forces behind it, as well as the future opportunities that can... Read more ›

Our team

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