Essex Investment Management Co., LLC
Overview
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.
Mutual Funds
AUM*
$618 mm
*as of 12/31/22
YEAR FOUNDED
1976
BOSTON BASED
FIFTEEN EMPLOYEES
PRIVATELY HELD
Essex Portfolio Managers
Robert Uek, CFA
Investment Experience:
27 years
Prior Experience:
State Street Global
John Hancock
Ernst & Young
Education:
B.S. Boston College
M.S. Northeastern University
William Page
Investment Experience:
30 years
Prior Experience:
State Street Global
Fidelity
Wellington Management
Education:
B.A. Boston University
M.B.A. Babson College