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 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 136% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 136% of the manager's regulatory AUM.
EMERALD MUTUAL FUND StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EMERALD MUTUAL FUND Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CHDN | 2.08% | Cons. Disc. | 8.62% | 0.04% | 0 | 4% | ||
| LNTH | 2.07% | Health | 4.13% | 0.07% | 0 | 5% | ||
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FEATURED IN
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...
Get the Full Report
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...
Get the Full Report
EMERALD MUTUAL FUND Portfolio Concentration
EMERALD MUTUAL FUND Location
3175 OREGON PIKE
LEOLA, Pennsylvania
UNITED STATES, 17540
LEOLA, Pennsylvania
UNITED STATES, 17540
EMERALD MUTUAL FUND Contact Information
Phone Number: 717-396-1116
Fax Number: 717-399-3140
Website: null
Fax Number: 717-399-3140
Website: null
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