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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.

Our ultimate mission is to provide our clients with long-term investment returns consistently above their respective benchmarks.

Latest Insights

May 13th, 2020

Alex Forse on Technical Analysis

Below is a short video presentation with hedge fund manager Alex Forse, explaining how technical analysis comes into play when evaluating the stock market.  ... Read more ›
May 12th, 2020

Nancy Prial Discusses Small Cap Economic Trends on TD Ameritrade

Essex's CO-CEO Nancy Prial was recently featured on TD Ameritrade to discuss several small cap investment opportunities that are developing during the COVID-19 pandemic. To... Read more ›
April 27th, 2020

Why Do Small Caps Keep Getting Knocked off the Game Board?

Essex CO-CEO Nancy Prial was recently quoted in an ai-CIO article on Small Caps. To view the video in its entirety please click here *Please... 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