background image

About Emerald Funds

Managing money since 1992, Emerald is an institutional asset management firm specializing in equity and high grade fixed income portfolio management. The Emerald family of advisors includes Emerald Advisers, Inc., Emerald Mutual Fund Advisers Trust, EmStone Advisers, LLC , Emerald Separate Account Management and Emerald Direct Lending Advisers, LLC. Headquartered in Leola, Pennsylvania, our team of research analysts adheres to an intense fundamental research process which includes approximately 2,000 company meetings per year on-site at the company, or off-site at conferences, trade shows or other locations. This proprietary process is noted for uncovering early investment opportunities that, after passing rigorous review, are included in a variety of unique growth-oriented separate account and mutual fund equity portfolios. In addition, short, mid and long-term fixed income separate account strategies are available which utilize a combination of proprietary quantitative models and fundamental analysis yielding portfolios of high-quality liquid securities.

The Emerald Growth Fund enacted a soft close effective 12/31/2015.
Additional information click here.

The Emerald Mutual Funds announced the following 2017 year-end distributions:

Amount Per Share:

Fund NameOrdinary DividendShort Term
Cap Gains
Long Term
Cap Gains
Emerald Banking and Finance Fund0 0 $1.28587
Emerald Small Cap Value Fund0 $1.16988 $6.72156
Emerald Growth FundNo Distributions
Emerald Insights FundNo Distributions

Paid: December 19, 2017

To: Shareholders of Record as of December 15, 2017

Daily Updates as of 03/16/2018