What We Do / Portfolio
The Emerald family of advisers includes Emerald Advisers, Inc., Emerald Mutual Fund Trust and Emerald Fixed Income, LLC, offering a variety of investment products to meet the needs of investors.
Investment Product Portfolios:
- Separately Managed Institutional Portfolios for the cash and pension fund accounts of governments, corporations, endowments and foundations
- Mutual Funds through the Forward Family of Funds
- Fixed Income Portfolios through Emerald Fixed Income Advisers, LLC
We strive to know our companies better than anyone else.
Our award winning team of analysts adheres to a proprietary ten step research process conducting over 2,000 company meetings a year. In addition to meeting with company management, this fundamental bottom-up approach mandates digging even deeper by conducting meetings with customers, competitors, suppliers, and distributors.
Products Include:
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Portfolio Performance - Emerald Performance Summary – Gross as of September 30, 2011
Product Overview
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Small Cap Growth Equity - A diversified small-cap growth portfolio usually holding approximately 110 - 120 stocks with no more than 15% invested in any one industry up to a maximum sector exposure of 45%. Initial positions are between 0.5% and 2.0%. This same small-cap growth strategy is also available with the Forward Emerald Growth Fund.1
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Mid Cap Growth Equity - A diversified mid-cap growth portfolio usually holding approximately 80-100 stocks with no more than 5% in any one stock and sector weightings no more than 2x the Russell Mid-Cap Growth Index up to a maximum exposure of 45%.
Product Overview | Commentary | Report on Midcap Asset Class
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Large Cap Core Equity - A diversified large-cap core portfolio utilizing a quantitative approach in selecting America's 100 most profitable companies; rebalanced quarterly with portfolio holdings qualifying on a profit-weighted basis as opposed to traditional market capitalization.
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Financial Services Equity - A separate account equity portfolio product dedicated to the financial services sector and diversified within the sector2
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All Cap Equity - This "go anywhere" investment product strives to own the best investment ideas gathered from all corners of the growth universe across the market capitalization spectrum. The portfolio will consists of 50-70 stocks and geared to holding long-term successful companies, potentially providing steadier client returns with lower long-term volatility.
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Pennsylvania Based Small Cap Core Equity - A small cap growth portfolio with a Pennsylvania bias.
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Fixed Income Strategies - Emerald Fixed Income quarterly update
1Also available through Forward Growth Fund.
2Also available through Forward Banking & Finance Fund.
