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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

October 26th, 2020

Seven Reasons to Invest in Micro Caps — and How to Do it Right

Essex's Co-CEO, Nancy Prial, recently wrote an article highlighting several reasons of how to and why to invest in Micro-Cap Stocks: Savvy investors have long... Read more ›
October 20th, 2020

High Impact Listed Equity Investing

The Essex Global Environmental Opportunities Strategy (GEOS) portfolio management team has released a whitepaper describing the GEOS social impact reporting methodology while providing examples of... Read more ›
October 20th, 2020

1 + 1 = 0

  1 + 1 = 0 By Robert J. Uek, CFA Co-Portfolio Manager, Essex Environmental Opportunities Fund When a merger or acquisition is proposed, the... 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