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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

August 8th, 2022

GEOS August 2022 Update

  Essex Global Environmental Opportunities Strategy (GEOS) August 2022 Update   The global equity markets rallied in July 2022, seemingly celebrating abating inflation rates and... Read more ›
July 20th, 2022

GEOS July 2022 Update

    Essex Global Environmental Opportunities Strategy (GEOS) July 2022 Update   The first half market correction of 2022 can now be measured as the... Read more ›
July 11th, 2022

Q2 2022 Essex Exchange

Our investment philosophy at Essex Investment Management rests on the early iden-tification of growth, wherever growth exists. Since our founding by Joe McNay in 1976,... 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