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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

Latest Insights

December 12th, 2024

Essex GEOS: Nuclear Energy Resurgence

Nuclear Resurgence Historically, economic growth has meant rising energy usage, but in mature economies such as the U.S., energy consumption has plateaued over the last... Read more ›

December 10th, 2024

Essex’s Nancy Prial: Healthcare Sector Outlook 2025 – Challenges, Opportunities and the Path Ahead

The healthcare sector is currently grappling with significant changes including political shifts, macroeconomic pressures, and structural changes. As a result of this uncertainty, it has... Read more ›

November 18th, 2024

Bill Page, Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund on EV’s

Bill Page, Essex's Senior Portfolio Manager of the Pear Tree Essex Environmental Opportunities Fund, recently was featured on the Schwab Network to discuss Electric Vehicles.... Read more ›

Our team

In the background of each portfolio is a team of research analysts providing a steady flow of ideas.