Essex Investment Management Company, LLC
Essex, located at 125 High Street, Boston, Massachusetts, was founded in 1976. Essex specializes in growth equity investments on behalf of institutional and private clients. The firm employs fundamental research combined with active portfolio management. Affiliated Managers Group, Inc. owns a majority interest in Essex.
Portfolio Managers
Stephen Cutler and David Goss are the portfolio managers for the Strategy.
  Steve Cutler, CFA
President and Principal
Stephen D. Cutler, CFA is the President of Essex and has direct portfolio management responsibilities for the Large Capitalization and Growth Equity Strategies. As one of Essex’s four Managing Principals, he is responsible for the overall management of Essex. Prior to joining Essex in 1989, Steve was President and Director of Baring America (formerly Endowment Management & Research Corp.) for eighteen years. Prior to Baring, Steve was Director of Investments and Portfolio Manager for the Massachusetts Company and was a Portfolio Manager and Analyst for five years at Keystone. Steve is a member of the Boston Security Analysts Society and is a Chartered Financial Analyst. He serves as a Trustee of Babson College and is a member of the Investment Committee of the South Shore YMCA. Steve earned his A.B. degree from Brown University and received his M.B.A. from Babson College.
 David M. Goss, CFA
Senior Vice President & Portfolio Manager
Prior to joining Essex in 2004, David spent ten years at Alliance Capital Management, L.P. where he was a Senior Portfolio Manager for five years and an Equity Analyst for five years. Previously, David was an Engineer/Scientist at McDonnell Douglas Space Systems Co. in California. David received his B.S. in Engineering at the University of Michigan and his M.B.A. from the Fuqua School of Business at Duke University. In 1998 David received honorable mention in Institutional Investor's annual "Best of the Buyside" survey.
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