Mutual Funds

Portfolio Management

Emerald Mutual Fund Advisers Trust

Emerald Mutual Fund Advisers Trust, EMFAT, is one of three advisers offered by Emerald Advisory Services. EMFAT is a wholly-owned subsidiary of Emerald Advisers, Inc. and was established to allow for Emerald to serve in a sub-advisor capacity for mutual fund and other registered investment companies.

EMFAT presently is the advisor for the Emerald Mutual Funds which include the:

  • Emerald Growth Fund (HSPGX) - a small-cap growth fund invested primarily in stocks of small niche companies with market capitalization equal to or less than that of the largest company included in the Russell 2000 Index; broadly diversified with no more than 5% of the Fund invested in one company and typically holds between 110 - 130 stocks.

  • Emerald Banking & Finance Fund (HSSAX) - a sector fund primarily invested in stocks of community banks and other institutions engaged in the financial services industry; usually holds between 100 - 120 issues with broad diversification within the sector.

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.
©2012 Emerald Mutual Funds. All rights reserved.

EMFAT as of March 31, 2013, manages approximately 25% of Emerald's total assets under management.

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Team Biographies

Meet Team Emerald: Team Bios

Team Emerald Snapshot

Inception

November 1991

Type of Business

Closely Held Corporation

Products

Investment Philosophy

Fundamental, Bottom-up Research Driven

Assets Under Management

$2.4 billion as of
March 31, 2013