About The Emerald Funds

Managing money since 1992, Emerald provides equity portfolio management services to institutional investors and to individual investors via separate account management and the Emerald Mutual Funds.

Research is the cornerstone of our equity investment strategies, what we call "The Emerald Advantage." Our team of research analysts adheres to a proprietary 10-Step research process dedicated to hands-on, fundamental research specifically designed to identify unrecognized and under-researched companies. It includes approximately 2,000 company meetings per year on-site at the company, or off-site at conferences, trade shows or other locations. Emerald also leverages the use of adaptable video-conferencing capabilities when such on-site meetings are not feasible.

The Emerald family of advisers includes Emerald Advisers, LLC, Emerald Mutual Fund Advisers Trust, Emerald Investment Advisers, LLC, AJO Vista, an Emerald Company, and Emerald Separate Account Management. Emerald is headquartered in Leola, Pennsylvania with additional offices in King of Prussia, Pennsylvania and St. Louis, Missouri. Emerald and its affiliates managed approximately $7.8^* billion as of March 31, 2026.

^* Estimated. Total assets combine both Assets Under Management and Assets Under Advisement for Emerald Advisers, LLC, Emerald Mutual Funds Advisers Trust and Emerald Investment Advisers, LLC. Assets Under Management represent the aggregate fair value of all discretionary and non-discretionary assets, including fee paying and non-fee paying portfolios. Assets Under Advisement represent advisory-only assets where the firm provides a model portfolio and does not have trading authority over the assets.

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