EMERALD MUTUAL FUND ADVISERS TRUST

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Adviser Profile

As of Date:

03/29/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

10

of those in investment advisory functions:

5

Registration:

SEC, Approved, 4/28/2005

AUM:

1,912,645,601 16.16%

of that, discretionary:

1,912,645,601 16.16%

GAV:

0

Avg Account Size:

382,529,120 16.16%

SMA’s:

NO

Private Funds:

0

Contact Info

717 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 861M 430M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Moelis & Company (NYSE:MC) Expected to Post Quarterly Sales of $245.95 Million
05/03/2021

Several hedge funds have recently made changes to their positions in MC. ... Emerald Mutual Fund Advisers Trust boosted its position in Moelis ...

marketbeat.com

Emerald Mutual Fund Advisers Trust Buys Eastern Bankshares Inc, Reata Pharmaceuticals Inc, ...
04/29/2021

Related Stocks: AHCO, CNK, SI, HASI, LOB, LIND, EBC, RETA, KRTX, BJRI, ALGM,

gurufocus.com

Acer Therapeutics Inc.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Mechanics Bank
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Voyager Digital Ltd. (VYGR.CN)
03/19/2021

Jacob Small Cap Growth Fund 40,000 27 Feb 2021 0.03% 785,200

Yahoo Finance

Bitwise 10 Crypto Index Fund (BITW)
03/17/2021

Dow gains 200+ points, or 0.6%, after Fed upgrades economic outlook, but suggests near-zero rates through 2023

Yahoo Finance

Private Funds

No private funds

Employees




Brochure Summary

Overview

Emerald Mutual Fund Advisers Trust (“EMFAT”) is a registered investment adviser investing our client’s assets primarily in U.S. domestic equity securities. Our investment strategies include small cap growth, small cap value, mid and large capitalization stocks. EMFAT has been providing discretionary advisory services to Registered Investment Companies since it was founded in 2005. EMFAT is a wholly-owned subsidiary of Emerald Advisers, LLC. As of December 31, 2022, EMFAT had approximately $1.65 billion in discretionary assets under management. Advisory Services: For EMFAT’s Small Capitalization products we seek to maximize returns and minimize risks by capitalizing on the inefficiencies inherent in today’s small cap markets. Our Small Cap Growth product objective is to outperform its Russell 2000 Growth Index benchmark by investing in companies with the following attributes: Capitalization less than or equal to the largest in the Russell 2000 Competitive advantages Leadership position Growth rate exceeds peer group Differentiated growth drivers Under-researched by the Street The Small Cap product and Insights Fund will include some form of general economic overview, but will concentrate more heavily on fundamental, bottom-up research to identify unrecognized, under-researched companies and their suitability for our client’s objectives. We will review a company’s annual report, 10-k filings and other published
information gained from news sources, brokerage reports and recommendations. Whenever possible we will seek to discuss a particular company with its senior management, employees, customers, competitors and brokerage researchers who specifically follow that company or its industry. In-person visits with company management are desirable whenever possible. Emerald also leverages the use of adaptable video-conferencing capabilities when such on-site meetings are not feasible. For EMFAT’s Diversified Financial Services product, through our stock selection process, provides a broad industry mix of financial stocks resulting in diversification within the financial sector. With fewer industry analysts covering community banks, portfolio management seeks to capitalize on undervalued and under-researched opportunities. This product has a growth stock orientation as portfolio management seeks growing companies in a traditional value sector. The selection process incorporates a focus on high asset quality and attractive valuation along with the following key factors: Strong management & corporate governance Focused & disciplined business strategy Growing & defensible market niche Strong financial condition - Not interested in turnarounds or acquisitions. Undervalued EMFAT may accept client-imposed restrictions in our investment adviser accounts. Certain restrictions such as no tobacco or adherence to MacBride principals are accepted.