Investment Management &
Strategies

Emerald's DNA - Identifying innovators and disruptors through fundamental, bottom up research. We believe that fundamental, bottom up Research leads 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

    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.

    • Mutual Fund
      Information
  • Emerald Banking & Finance Fund

    Mutual Fund investing primarily in banks and financial services companies.

    • Mutual Fund
      Information
  • Emerald Insights Fund

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

    • Mutual Fund
      Information
  • Emerald provides fixed income portfolio management through affiliate. EmStone Advisers

  • “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.

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