“Emerald’s DNA is our devotion to fundamental research – it is woven into each of our strategies and championed by every one of our investment professionals.”
rnActively-managed diversified small-cap growth portfolio usually holding approximately 110-120 stocks.
rnActively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks.
rnActively-managed growth-oriented portfolio holding 55-75 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names.
rnGrowth-oriented Mutual Fund investing primarily in smaller-sized domestic companies.
rnMutual Fund investing primarily in banks and financial services companies.
rnMutual Fund investing in small and mid-cap growth companies paired with corresponding thematic large-cap companies.
rnFixed income portfolio management tailored to meet short to intermediate term cash and liquidity needs.
“Emerald’s DNA is our devotion to fundamental research – it is woven into each of our strategies and championed by every one of our investment professionals.”