What We Do / Portfolio

The Emerald family of advisers includes Emerald Advisers, Inc., Emerald Mutual Fund Trust and Emerald Fixed Income, LLC, offering a variety of investment products to meet the needs of investors.

Investment Product Portfolios:

• Separately Managed Institutional Portfolios for the cash and pension fund accounts of governments, corporations, endowments and foundations
• Mutual Funds through the Forward Family of Funds
• Fixed Income Portfolios through Emerald Fixed Income Advisers, LLC

We strive to know our companies better than anyone else.

Our award winning team of analysts adheres to a proprietary ten step research process conducting over 2,000 company meetings a year. In addition to meeting with company management, this fundamental bottom-up approach mandates digging even deeper by conducting meetings with customers, competitors, suppliers, and distributors.

Products Include:

• 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

  Product Overview | Commentary | HSPGX Mutual Fund

• 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%.

  Product Overview | Commentary | Report on Midcap Asset Class

• 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.

  Product Overview | Commentary

• Financial Services Equity - A separate account equity portfolio product dedicated to the financial services sector and diversified within the sector²

  Product Overview | Commentary | HSSAX Mutual Fund

• Pennsylvania Based Small Cap Core Equity

  Product Overview | Commentary

• Fixed Income Strategies - Emerald Fixed Income quarterly update

  Product Overview | Commentary