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 that includes the Emerald Growth Fund and the Emerald Banking & Finance Fund:
- 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 110 – 130 stocks. Shares are offered in 4 share classes including A, C, Institutional and Investor classes.
- 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. Shares are offered in 4 share classes including A, C, Institutional and Investor classes.
- 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.
Separate Account Management
Emerald’s family of affiliated investment advisers provide separate account portfolio management services for high net-worth individuals and corporate and public pension funds, 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.