EMERALD MUTUAL FUND Overview

Emerald Mutual Fund Advisers Tr is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 158% of the manager's regulatory AUM.

EMERALD MUTUAL FUND StockAlpha

+0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EMERALD MUTUAL FUND Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEEV 2.19% Health 4.51% 0.21% 1 7%
OZRK 2.06% Financials 29.65% 0.16% 1 7%
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FEATURED IN
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Pensions & Investments logo
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EMERALD MUTUAL FUND Founders and Key Employees

Name Title In Position Since
Kenneth G. Mertz President, Chief Investment Officer And Portfolio Manager March-2005
Stacey L. Sears Vice President, Secretary And Portfolio Manager March-2005
Daniel W. Moyer Executive Vice President March-2005
James A. Meehan Chief Compliance Officer March-2005

EMERALD MUTUAL FUND Brokers, Custodians, Auditors and Administrators

Type Company

EMERALD MUTUAL FUND Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss.

The entire Emerald investment team is dedicated to intense fundamental, bottom- up research designed to identify unrecognized, under-researched, undervalued as well as overvalued companies. We're constantly on the road visiting companies, meeting management and workers, and touring facilities. This hands-on approach provides Emerald with unique insights into industry trends as well as company specific trends that we believe gives us an advantage over managers who rely solely on traditional, top-down research techniques.








6
Growth Strategies:

The Emerald process includes the production of an internal report on each
company, which includes a brief company description, its competitive advantage, an assessment of management, specific growth drivers, risks, valuation (and its comparables), and why Emerald should buy now. Idea generation resides with Emerald Resea...
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EMERALD MUTUAL FUND Portfolio Concentration

EMERALD MUTUAL FUND Location

3175 OREGON PIKE
LEOLA, Pennsylvania
UNITED STATES, 17540

EMERALD MUTUAL FUND Contact Information

Phone Number: 717-396-1116
Fax Number: 717-399-3140
Website:

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