Driven By Research

Emerald Research is the cornerstone of our equity investment process. At Emerald, we firmly believe that the key to our investment success is to understand the companies we follow better than anyone else. In researching each individual company or security, Emerald’s analysts utilize our proprietary 10‐Step research process. Learn more about our 10-Step process HERE. Emerald’s fixed income strategies utilize a conservative, high-quality, disciplined approach focused on avoiding unnecessary risks and exploiting market inefficiencies. Learn more about our fixed income investment process and portfolio management team HERE.

EQUITY SEPARATE ACCOUNTS
Small-Cap Growth

Actively-managed diversified small-cap growth portfolio usually holding approximately 110 - 120 stocks

Overview
Commentary

Mid-Cap Growth

Actively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks

Overview
Commentary

All-Cap Growth

Growth-oriented portfolio holding 80-100 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names.

Overview
Commentary

Small-Cap Value

Actively-managed concentrated small-cap value portfolio usually holding approximately 40 - 90 stocks

Overview
Commentary

EQUITY MUTUAL FUNDS
Emerald Growth Fund

Growth-oriented Mutual Fund investing primarily in smaller-sized domestic companies

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Emerald Banking & Finance Fund

Mutual Fund investing primarily in banks and financial services companies

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Emerald Insights Fund

Mutual Fund investing primarily in mid-cap companies

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Emerald Small-Cap Value Fund

Value-oriented Mutual Fund investing primarily in smaller-sized domestic companies

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FIXED INCOME SEPARATE ACCOUNTS
Core Aggregate

U.S. Treasury issues, corporate bonds, and mortgages. The average maturity of a portfolio will range from 5 to 10 years. Minimum average portfolio quality: AA

Overview
Commentary

Intermediate Gov’t Credit

U.S. Treasury and Agency issues, corporate bonds, and some mortgages. The average maturity of a portfolio will range from 3 to 6 years. Minimum average portfolio quality: AA

Overview
Commentary

Low Duration

U.S. Treasury and Agency issues, and some corporate bonds. The average maturity of a portfolio will range from 1 to 3 years. Average portfolio quality: AA

Overview
Commentary

INCOME-GENERATING INVESTMENT
Emerald Direct Lending Advisers, LLC

Seeks to earn current income via active portfolio management of online marketplace lending loans and notes. Strategies available to Accredited Investors and public and corporate pension funds only.

Overview

ETF/ASSET ALLOCATION STRATEGIES
Emerald EAGLE ETF Portfolio

Managed portfolio comprised of manager-selected global ETF’s and a “Top Holdings” basket of U.S. stocks.

Overview

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