ESSEX INVESTMENT Overview

Essex Investment Management is an investment advisor that manages 683.6 MM dollars in regulatory AUM and has 20 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 620MM in positions, representing 91% of the manager's regulatory AUM.

ESSEX INVESTMENT StockAlpha

-6.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ESSEX INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 3.82% Cons. Disc. -8.36% -0.55% 0 32%
AAPL 2.99% Tech -0.31% -0.05% 0 42%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

ESSEX INVESTMENT Founders and Key Employees

Name Title In Position Since
Joseph C. Mcnay Managing Member & Chairman October-2012
Stephen D. Cutler President March-1998
Michael S. Mccarthy Cco & Chief Operating Officer October-2012
Nancy B. Prial Non-Managing Member & Co-Ceo March-2015
Robert J. Uek Co-Ceo March-2015
Saralyn Sacks Non-Managing Member March-2015

ESSEX INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

ESSEX INVESTMENT Investment Strategy

Item 8.

Although Essex carefully considers the investment objectives of each client, it does not conduct a review of their entire financial affairs. On this basis, the investment advisory service is restricted to the securities portfolio under management by Essex. As an asset manager for our clients, Essex recognizes that all of our clients are unique and that, therefore, their investment needs may be different. As such, we may modify our primary investment strategies, as necessary, to meet the goals that our clients specify, in an effort to accommodate the particular investment objectives and accompanying restrictions requested by our clients. At the commencement of the client relationship, each of our clients executes an investment
management agreement, which sets forth their investment objectives, investment strategy and
any investment restrictions that will be applicable to our management of the assets in the client’s ac...
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ESSEX INVESTMENT Portfolio Concentration

ESSEX INVESTMENT Location

125 HIGH STREET
SUITE 1803
BOSTON, Massachusetts
UNITED STATES, 02110

ESSEX INVESTMENT Contact Information

Phone Number: 617-342-3200
Fax Number: 617-342-3280
Website:

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