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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

May 1st, 2024

Essex’s Nancy Prial on a Look at the Shortcomings of Small Cap Benchmarks

The investment universe is crowded with various benchmarks and indices designed to help financial planners and investors navigate their way through different market segments. Among... Read more ›

April 10th, 2024

Essex’s Nancy Prial on Schwab Discussing the Bull Market and Small Cap Stocks

Essex's Co-CEO, Nancy Prial, recently appeared on the Schwab Network to share her thoughts on the current Bull Market touching on topics of earnings, Fed... Read more ›

April 9th, 2024

April 2024 GEOS Update

Essex Global Environmental Opportunities Strategy (GEOS) April 2024 Update The Orchestra Over the past decade, we have written extensively about the importance... Read more ›

Our team

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