Simply put, at Emerald we do two very basic functions; we do research and manage money. However, what separates us from other investment firms is the intense proprietary research and investment process we employ.
At Emerald everything we do begins with research.
We gather our information first-hand because we owe it to our clients to strive to know more than anyone else about the companies we invest in. Upon gathering their data, our analysts compare their findings to street perceptions where in many instances, growth drivers uncovered haven’t been recognized yet.
It’s a fixation at Emerald to find early stage investment opportunities that yield superior growth rates. It’s how we attempt to stay ahead of Wall Street and provide unique portfolios that bear little resemblance to the broader markets.
Emerald is dedicated to finding new ideas.
We strive to be the first to offer innovative investment portfolios so that our clients can be the first to gain. Our intense hands-on research process reveals the connectivity that companies share regardless of size because sometimes the good investment ideas we uncover don’t start with reviewing company reports.
Our separate account equity products include small, mid, all, and large capitalization portfolios.
We offer a unique stock-weighted approach with our large capitalization core product by including companies based on their profitability instead of market capitalization.
In addition, we offer short, mid, and long-term fixed income strategies utilizing a combination of proprietary quantitative models and fundamental analysis providing portfolios of high quality liquid securities.
Portfolio Performance - Emerald Performance Summary Gross
Small Cap Growth Equity - A diversified small-cap growth portfolio usually holding approximately 110 - 120 stocks with no more than 15% invested in any one industry up to a maximum sector exposure of 45%. Initial positions are between 0.5% and 2.0%. This same small-cap growth strategy is also available with the Forward Emerald Growth Fund.1
Mid Cap Growth Equity - A diversified mid-cap growth portfolio usually holding approximately 80-100 stocks with no more than 5% in any one stock and sector weightings no more than 2x the Russell Mid-Cap Growth Index up to a maximum exposure of 45%.
Large Cap Core Equity - A diversified large-cap core portfolio utilizing a quantitative approach in selecting America's 100 most profitable companies; rebalanced quarterly with portfolio holdings qualifying on a profit-weighted basis as opposed to traditional market capitalization.
Financial Services Equity - An equity portfolio product dedicated to the financial services sector and further diversified within the sector2
All Cap Equity - This "go anywhere" investment product strives to own the best investment ideas gathered from all corners of the growth universe across the market capitalization spectrum. The portfolio consists of 50-70 stocks and geared to holding long-term successful companies, potentially providing steadier client returns with lower long-term volatility.
Pennsylvania Based Small Cap Core Equity - A small cap growth portfolio with a Pennsylvania bias.
Fixed Income Strategies - Emerald Fixed Income quarterly update
An investor should consider investment objectives, risks, charges and expenses carefully before investing. Click the link to obtain a Growth Fund Prospectus and a Banking & Finance Fund Prospectus which contains this and other information, or call (855) 828-9909. Read the Growth Fund Prospectus and the Banking & Finance Fund Prospectus carefully before investing.
ALPS Distributors, Inc. is not affiliated with The Emerald Mutual Funds.
The Emerald Mutual Funds are distributed by ALPS Distributors, Inc.
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