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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 16th, 2023

May 2023 GEOS Update

  Essex Global Environmental Opportunities Strategy (GEOS) May 2023 Update   The equity markets took to firm risk-off posture in the month of April 2023... Read more ›
May 11th, 2023

GEOS’s Bill Page Discussing Clean Tech on Bloomberg’s The Tape

Bill Page, Co-Portfolio Manager of the Essex Global Environmental Opportunities Strategy (GEOS) was featured on Bloomberg’s The Tape on May 9, talking about clean tech generally,... Read more ›
April 12th, 2023

April 2023 GEOS Update

  Essex Global Environmental Opportunities Strategy (GEOS) April 2023 Update     Spring is emerging here in Boston, well ahead of itself given a temperate... 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