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With the goal of outperforming the markets, not just matching it, Essex seeks to build a portfolio of “best ideas” rather than holding stock simply because they are in a particular index.
Rigorous fundamental analysis helps create strong long-term performance. Essex believes that:
- The market is inefficient in evaluating a company's changing growth properties.
- A company's price performance is driven by revenue growth, future profitability and cash flow.
- The most attractive growth stocks are one whose accelerating earnings are not fully reflected in the stock price.
Essex portfolio managers:
- Actively partner with the research analysts to capture elements of both bottom-up and top-down analysis.
- Ultimately make the buy and sell decisions and ensure that only the highest conviction ideas remain in their portfolios.
The Small Micro Cap Process:
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Essex Growth Fund
Essex Large Cap Growth Fund
Essex Small/Micro Cap Growth Fund
Essex Large Cap Growth Strategy
Essex Small/Mid Cap Growth Strategy
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Nancy Prial
Senior Principal
Portfolio Manager
22 Years Industry Experience
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David Goss
Senior Vice-President
Portfolio Manager
14 Years Industry Experience
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- Founded in 1976
- Affiliate of Affiliated Managers Group (AMG) since 1998
- Manages approximately $2.4 billion in assets as of 6/30/08
- Process is strictly stock-selection driven
- Focus on finding companies with both accelerating earnings and revenue growth before the market takes notice
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Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.
Essex Growth Fund, Essex Large Cap Growth Fund, and Essex Small/Micro Cap Growth Fund invest in growth stocks, which may be more sensitive to market movements because their prices tend to reflect future investor expectations rather than just current profits. Growth stocks may underperform value stocks during given periods.
Essex Small/Micro Cap Growth Fund is subject to risks associated with investments in small-capitalization companies, such as erratic earnings patterns, competitive conditions, limited earnings history, and a reliance on one or a limited number of products.
Essex Investment Management Company is an affiliate of AMG. AMG, through its affiliates, offers over 300 investment products across a wide range of investment styles and asset classes in the mutual fund, institutional and high net worth distribution channels.
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