Emerald Mutual Funds

Overview

Emerald Mutual Funds is an investment management firm that has been managing assets since 1992, offering equity and fixed-income portfolio management services to both institutional and individual investors. The firm operates through its subsidiaries, including Emerald Advisers, LLC, Emerald Mutual Fund Advisers Trust, and Emerald Separate Account Management, with offices in Leola and King of Prussia, Pennsylvania, and Kansas City, Missouri. As of December 31, 2025, Emerald and its affiliates managed approximately $7.9 billion in assets. The firm's investment approach is research-driven, focusing on identifying unrecognized and under-researched companies through a proprietary 10-step research process. This process involves approximately 2,000 company meetings annually, conducted on-site or via adaptable video-conferencing capabilities. Emerald's investment strategies encompass separate accounts, mutual funds, and exchange-traded funds (ETFs), with a particular emphasis on growth-oriented equity investing and income-oriented investing. Emerald Mutual Funds offers a range of mutual funds, including the Emerald Growth Fund and the Emerald Finance & Banking Innovation Fund. These funds invest in various sectors such as technology, healthcare, consumer goods, and financial services, targeting companies at different stages of growth. The firm's investment philosophy centers on fundamental research and a team-oriented approach to rapidly changing sectors, aiming to deliver alpha-generating strategies that traditional passive approaches cannot match. Investment requirements include a minimum investment of $1 million and a maximum of $50 million, catering to both institutional and individual investors seeking diversified equity and fixed-income portfolios. The firm's commitment to research and innovation is evident in its active management of mutual funds and ETFs, leveraging over three decades of investment expertise to identify and capitalize on transformative opportunities across dynamic markets. Emerald Mutual Funds is distributed by ALPS Distributors, Inc., and its investment adviser is Emerald Mutual Fund Advisers Trust.