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 | ||
|---|---|---|
| Small-Cap Growth | Actively-managed diversified small-cap growth portfolio usually holding approximately 110 - 120 stocks |
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| Mid-Cap Growth | Actively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks |
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| Emerald Growth Opportunities | Growth-oriented portfolio holding 80-100 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names. |
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| Small-Cap Value | Actively-managed concentrated small-cap value portfolio usually holding approximately 60 - 90 stocks |
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| EQUITY MUTUAL FUNDS | ||
|---|---|---|
| Emerald Growth Fund | Growth-oriented Mutual Fund investing primarily in smaller-sized domestic companies |
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| Emerald Banking & Finance Fund | Mutual Fund investing primarily in banks and financial services companies |
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| Emerald Insights Fund | Mutual Fund investing in small and mid-cap growth companies paired with corresponding thematic large-cap companies |
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| Emerald Small-Cap Value Fund | Value-oriented Mutual Fund investing primarily in smaller-sized domestic companies |
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| FIXED INCOME SEPARATE ACCOUNTS | ||
|---|---|---|
| Core Aggregate | 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 |
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| 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 |
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| Low Duration | 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 |
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