Essex Investment Management
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average rating: 3.37 / 8 ratings
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Date updated:03-27-2007

"No matter what's happening in the markets, Joseph McNay, the overseer of $3.1 billion in assets at Boston-based Essex Investment Management, finds a way to profit from it. That has led to superior performance in the flagship long-short fund that McNay has managed for some 25 years. These days, this godfather of growth-stock investing is going organic -- focusing on industries expected to show strong growth regardless of economic conditions and choosing the highest-quality stocks delivering dynamic growth in their core businesses. And he's convinced that this is the year value yields to growth."

From Barron's 3-5-07


Portfolio holdings as of 12/31/06

symbol name last price % change open
  • +
  • GILD
    Gilead Sciences
  • $46.39
  • -0.28%
  • $46.27

"Gilead Sciences [GILD], the No. 1 company in making drugs for HIV and hepatitis B" From Barron's 3-5-07

People owning GILD also tend to own: ACASAINVARCCAUBACCELFCX

TheStreet.com Rating: B- What is this?

  • +
  • GOOG
    Google Inc.
  • $569.964
  • -0.53%
  • $569.99

"They are really first-class. They are cash-rich and can afford to buy into the technologies of companies like YouTube. YouTube has certainly had some controversy over what it shows and over franchise rights, but it is evolving into a good business." From Barron's 3-5-07

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • GOOG
    Google Inc.
  • $569.964
  • -0.53%
  • $569.99

"They are really first-class. They are cash-rich and can afford to buy into the technologies of companies like YouTube. YouTube has certainly had some controversy over what it shows and over franchise rights, but it is evolving into a good business." From Barron's 3-5-07

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • DNA
    N/a
  • $80.43
  • 0.00
  • $80.43

"Genentech [DNA], which has a very good earnings profile and will have a good showing this year, even though investors were a little unnerved by the competition between two of its drugs used to treat macular degeneration, Avastin and Lucentis." From Barron's 3-5-07

People owning DNA also tend to own: AAPLDSCMGOOGXOMDWELXGLW

TheStreet.com Rating: No Rating What is this?

  • +
  • SLB
    Schlumberger Ltd
  • $63.34
  • -1.86%
  • $64.22

"I still love energy from a broad point of view, and that includes a few of the leading service companies. Schlumberger [SLB] is an example of a large-cap energy company" From Barron's 3-5-07

People owning SLB also tend to own: AXAFDXNOKNUERTPTMAAPL

TheStreet.com Rating: B- What is this?

  • +
  • GE
    Gen Electric Co
  • $15.59
  • -1.08%
  • $15.66

No Analysis added

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C What is this?

  • +
  • JOYG
    Joy Global Inc.
  • $54.03
  • -1.51%
  • $54.15

No Analysis added

People owning JOYG also tend to own: BAXBOBJDELLEBAYHANSRMIXSBUX

TheStreet.com Rating: B- What is this?

  • +
  • YHOO
    Yahoo! Inc.
  • $15.38
  • -1.47%
  • $15.50

No Analysis added

People owning YHOO also tend to own: CBSDISGOOGNWSTWXVIAAIG

TheStreet.com Rating: C What is this?

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