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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

January 14th, 2025

Q4 2024 GEOS Review and Outlook

Essex Global Environmental Opportunities Strategy (GEOS) Fourth Quarter ended December 31, 2024 The Essex Global Environmental Opportunities Strategy (GEOS) was founded on our strong belief... Read more ›

January 13th, 2025

Essex’s Nancy Prial: Small Cap Industrials – Building Momentum in a Changing Economic Landscape

The small-cap industrial sector is entering a period of significant opportunity, fueled by infrastructure investments, localized production, and advances in automation. With the agility due... Read more ›

January 13th, 2025

Essex’s Nancy Prial: Small Cap Tech Sector Innovations – Nine Growth Catalysts for 2025

The year 2025 promises to provide a dynamic landscape for the small-cap technology sector, fueled by federal initiatives and emerging market trends that prioritize innovation.... Read more ›

Our team

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