Strategies

Emerald’s DNA – Identifying innovators and disruptors through fundamental, bottom up research. We believe that fundamental, bottom up research can lead to superior active management.

Strategies

Equity Separate Accounts
  • Small-Cap Growth

    Actively-managed diversified small-cap growth portfolio usually holding approximately 110-120 stocks.

  • Mid-Cap Growth

    Actively-managed diversified mid-cap growth portfolio usually holding approximately 80-100 stocks.

  • Emerald Growth Opportunities

    Actively-managed growth-oriented portfolio holding 55-75 stocks seeking to exploit small and mid-cap market inefficiencies paired with corresponding thematic large-cap names.

Equity Mutual Funds
  • Emerald Growth Fund

    Growth-oriented Mutual Fund investing primarily in smaller-sized domestic companies.

  • Emerald Finance and Banking Innovation Fund

    Mutual Fund investing primarily in banks and financial services companies.

  • Emerald Insights Fund

    Mutual Fund investing in small and mid-cap growth companies paired with corresponding thematic large-cap companies.

Fixed Income Separate Accounts
  • Fixed Income Solutions

    Fixed 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.”

    – Kenneth G. Mertz II, CFA, Chief Investment Officer and Portfolio Manager