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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

July 10th, 2024

GEOS: Listed Equity Infrastructure

Listed Equity Infrastructure Some of our clients consider the Essex Global Environmental Opportunities Strategy (GEOS) to be a way to gain access... Read more ›

May 20th, 2024

Essex’s GEOS: The Call for Clean Tech Optimism

The Call for Clean Tech Optimism Skepticism and pessimism aren’t synonymous. Skepticism calls for pessimism when optimism is excessive. But it also... Read more ›

May 15th, 2024

Essex’s Nancy Prial’s on Small Cap Opportunities Within Generative AI

Essex's Co-CEO, Nancy Prial, recently spoke with The Wall Street Transcript (TWST) to discuss her outlook on the larger impact generative AI will have in... Read more ›

Our team

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