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.

AUM*

$750mm
*as of 09/30/21

YEAR FOUNDED

1976

BOSTON BASED

boston-3

THIRTEEN EMPLOYEES

private3

PRIVATELY HELD

privatecompany

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