Equity

Portfolio Management

Emerald Advisers, Inc.

Emerald Advisers, Inc. offers equity investment products for those seeking small and mid capitalization growth as well as large capitalization core positions. To view our offerings, please select from the following:

• 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

• 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 - An equity portfolio product dedicated to the financial services sector and further diversified within the sector²

  Product Overview | Commentary

• 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.

  Product Overview | Commentary