Driven By Research
Emerald Research is the cornerstone of our equity investment process. At Emerald, we firmly believe that the key to our investment success is to understand the companies we follow better than anyone else. In researching each individual company or security, Emerald’s analysts utilize our proprietary 10‐Step research process. Learn more about our 10-Step process HERE. Emerald’s fixed income strategies utilize a conservative, high-quality, disciplined approach focused on avoiding unnecessary risks and exploiting market inefficiencies. Learn more about our fixed income investment process and portfolio management team HERE.
|EQUITY SEPARATE ACCOUNTS|
Actively-managed diversified small-cap growth portfolio usually holding approximately 110 - 120 stocks
Actively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks
Growth-oriented portfolio holding 80-100 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names.
Actively-managed concentrated small-cap value portfolio usually holding approximately 40 - 90 stocks
|EQUITY MUTUAL FUNDS|
|Emerald Growth Fund||
Growth-oriented Mutual Fund investing primarily in smaller-sized domestic companies
|Emerald Banking & Finance Fund||
Mutual Fund investing primarily in banks and financial services companies
|Emerald Insights Fund||
Mutual Fund investing primarily in mid-cap companies
|Emerald Small-Cap Value Fund||
Value-oriented Mutual Fund investing primarily in smaller-sized domestic companies
|FIXED INCOME SEPARATE ACCOUNTS|
U.S. Treasury issues, corporate bonds, and mortgages. The average maturity of a portfolio will range from 5 to 10 years. Minimum average portfolio quality: AA
|Intermediate Gov’t Credit||
U.S. Treasury and Agency issues, corporate bonds, and some mortgages. The average maturity of a portfolio will range from 3 to 6 years. Minimum average portfolio quality: AA
U.S. Treasury and Agency issues, and some corporate bonds. The average maturity of a portfolio will range from 1 to 3 years. Average portfolio quality: AA
|Emerald Direct Lending Advisers, LLC||
Seeks to earn current income via active portfolio management of online marketplace lending loans and notes. Strategies available to Accredited Investors and public and corporate pension funds only.
|ETF/ASSET ALLOCATION STRATEGIES|
|Emerald EAGLE ETF Portfolio||
Managed portfolio comprised of manager-selected global ETF’s and a “Top Holdings” basket of U.S. stocks.