Emerald offers mutual funds, individually-managed separate accounts and asset allocation solutions for individual investors.
Investors can purchase mutual funds managed by Emerald through its wholly-owned subsidiary Emerald Mutual Fund Advisers Trust. Emerald is the investment adviser to the Emerald Mutual Funds family:
- Emerald Growth Fund (HSPGX) – a small-cap growth fund invested primarily in stocks of 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 120 – 150 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 90 – 130 issues with broad diversification within the sector.
- Emerald Insights Fund (EFCAX) – a fund investing in companies of any size and favors mid-capitalization companies with market capitalization equal to or less than the largest company in the Russell Mid Cap Growth Index and seeks companies with perceived leadership positions and competitive advantages; usually holds between 80-100 stocks.
- Emerald Small Cap Value Fund (ELASX) – a small-cap value fund invested primarily in stocks of companies with market capitalization between, and including , the smallest and largest companies contained in the Russell 2000 Value Index at the time of purchase; usually holds between 40 – 90 issues.
Separate Account Management
Emerald’s family of affiliated investment advisers provide separate account portfolio management services for high net-worth individuals, as well as investment in the Emerald Direct Lending Fund I, LP for accredited investors. You can find out more about the investment strategies available to investors by clicking HERE.
Asset Allocation Solutions (ETFs)
The Emerald EAGLE ETF portfolio provides asset allocation solutions through a professionally managed portfolio comprised of manager-selected global ETF’s and a “Top Holdings” basket of U.S. stocks chosen by Emerald’s portfolio management team. You can find out more about the Emerald EAGLE ETF portfolio by clicking HERE.