Emerald offers mutual funds, individually-managed separate accounts and asset allocation solutions for individual investors.

Mutual Funds

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 including investments in mid- and small-size companies and seeks companies with perceived leadership positions and competitive advantages.

Separate Account Management

Emerald’s family of affiliated investment advisers provide separate account portfolio management services for high net-worth individuals. You can find out more about the investment strategies available to investors by clicking HERE.

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