Equity
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:
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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
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Mid Cap Growth Equity - A diversified mid-cap growth portfolio usually holding approximately 60 - 80 stocks with no more than 3% 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
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Large Cap Fundamental Index Equity - A diversified large-cap core portfolio utilizing a quantitative approach in selecting America's 100 most profitable companies; essentially a fundamental index product rebalanced quarterly with portfolio holdings qualifying on a profit-weighted basis as opposed to traditional market capitalization.
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Financial Services Equity - A diversified mutual fund dedicated to the financial services sector2
1Also available through Forward Growth Fund.
2Also available through Forward Banking & Finance Fund.
