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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 – Innovation Starts Small ®

    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.

  • Small-Cap Core

    Actively-managed diversified small-cap core portfolio usually holding approximately 75-85 stocks.

  • Large Cap Value Dividend Select

    Actively-managed diversified large-cap value portfolio holding approximately 55-65 stocks that invests in dividend paying stocks with market capitalization greater than $1 billion.

  • Large-Cap Core

    Actively-managed diversified large-cap core portfolio usually holding approximately 55-65 stocks.

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.

ETFs
  • F/m Emerald Life Sciences Innovation ETF

    Actively managed ETF investing primarily in equity securities of life sciences companies.

  • F/m Emerald Special Situations ETF

    Actively managed opportunistic equity portfolio of investments in companies experiencing unique, idiosyncratic situations and transformations.

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