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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

October 27th, 2021

GEOS October 2021 Update

 Essex Global Environmental Opportunities Strategy (GEOS) October 2021 Update   As we head into the fourth quarter, there are many reminders afoot regarding the urgent... Read more ›
October 6th, 2021

Q3 2021 Essex Exchange

The stock market has been strong through the first nine months of the year, with a total return of 15.9% as measured by the S&P... Read more ›
September 21st, 2021

Bill Page and Chris Knapp of Roberston Stephens on ESG Investing

Essex GEOS Co-Portfolio Manager, Bill Page, was recently interviewed with Chris Knapp of Robertson Stephens for a piece on the needed focus for ESG investing.... 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