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"Invest in a portfolio of "best ideas", with the goal of outperforming the market, not just matching it."
Essex Investment Management Company, LLC ("Essex") believes that a company's stock price performance is driven by revenue growth, future profitability, and cash flow.
Essex believes the most attractive growth stocks are those with accelerating earnings not yet recognized by improvement in stock value. Through their understanding of the factors that determine a company's growth and profitability, Essex attempts to anticipate inflection points in a company's performance before the market is able to fully reflect this in the stock price.
The firm has maintained this philosophy since its inception in 1976. The fund is benchmark indifferent.
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.
The performance shown represents past performance and is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. From time to time the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields on the Fund are net of expenses and the returns and yields on the indices exclude expenses. Current performance of the Fund may be lower or higher than the performance quoted.
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