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.

Latest Insights

September 16th, 2021

Essex GEOS September 2021 Update

  Essex GEOS Update September 2021    August brought a very alarming sneak preview at the Intergovernmental Panel on Climate Change (IPCC) release from its... Read more ›
September 14th, 2021

Investor Agenda’s Global Investor Statement Signed by Essex

At Essex Investment Management, we believe many of the world’s greatest problems can be solved though innovative solutions. Global climate change is the world’s greatest existential... Read more ›
September 1st, 2021

Essex Environmental Opportunities Fund (GEOSX) Ranked by Entrepreneur.com

Entrepreneur.com ranks Essex Environmental Opportunities Fund as one of the ten top Mid-Cap Growth Mutual Funds, based on one-year return data.  To view the entire... 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