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
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.
1Also available through Emerald Growth Fund.
2Also available through Emerald Banking & Finance Fund.
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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