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Emerald Finance And Banking Innovation Fund - C (0P00002TW8)

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22.940 +0.210 +0.92%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 2.42M

Type: Fund

Market: United States

Issuer: Emerald

Asset Class: Equity

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0P00002TW8 Overview

On this page you'll find an in-depth profile of Emerald Finance And Banking Innovation Fund - C. Learn about the key management, total assets, investment strategy and contact information of 0P00002TW8 among other information.

Investment Strategy

The investment seeks long-term growth through capital appreciation; income is a secondary objective. The fund has adopted an investment policy that it will, under normal conditions, invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in stocks (both common and preferred) of companies principally engaged in banking or financial services, and collective investment vehicles such as mutual funds and exchange-traded funds that invest in companies that are principally engaged in banking and financial services.

Contact Information

Address 1703 Oregon Pike
Lancaster,PA 17605
United States

Phone 1-855-828-9909

Web www.emeraldmutualfunds.com

Top Executives

Name	Title	Since	Until
Steven E. Russell	Assistant Vice President	2012	Now
Biography	Mr. Russell is an Assistant Vice President for Emerald and Assistant Vice President of Emerald Advisers, Inc. Prior to re-joining Emerald Advisers, Inc. in 2005, Mr. Russell founded a registered investment adviser and served as Managing Director of a private equity firm. Mr. Russell served as a portfolio manager and officer of Emerald Advisers, Inc. from 1998 to 2004. He has also served as a portfolio manager for the Pennsylvania Public School Employee’s Retirement System.
Kenneth G. Mertz	-	1997	Now
Biography	Mr. Mertz is Chief Investment Officer and President of Emerald Advisers, LLC and a member of the Small Cap Portfolio Management team. He is also a Co-Manager of the Emerald Finance & Banking Innovation Fund. Portfolio Manager, Emerald Financial Services Private Equity Fund I, LP.; past Trustee and Vice President of the Emerald Mutual Funds; Chief Investment Officer, PA State Employees’ Retirement System (1985-1992); Member, CFA Institute; past Member, Pennsylvania State University Research Foundation; past Trustee, Evangelical Lutheran Church in America Board of Pensions; past Trustee, Pennsylvania State University Endowment Council (1998-2004); and past Chair, President, & Director of Central Pennsylvania Investment Managers. He is currently a board member and was formerly Chairman of Diakon Children, Family and Community Ministries, and the former Chairman of the Diakon Lutheran Fund, its endowment arm. Mr. Mertz has been quoted in The Wall Street Journal and in USA Today, and has served as speaker at various investment seminars and programs across the country. He has been a guest on CNBC’s Mutual Fund Investor, and has been interviewed several times on CNBC and Bloomberg TV. Mr. Mertz graduated from Millersville University with a BA in Economics. Mr. Mertz is a CFA charterholder.
Steven E. Russell	Assistant Vice President	1998	2001
Biography	Mr. Russell is an Assistant Vice President for Emerald and Assistant Vice President of Emerald Advisers, Inc. Prior to re-joining Emerald Advisers, Inc. in 2005, Mr. Russell founded a registered investment adviser and served as Managing Director of a private equity firm. Mr. Russell served as a portfolio manager and officer of Emerald Advisers, Inc. from 1998 to 2004. He has also served as a portfolio manager for the Pennsylvania Public School Employee’s Retirement System.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Emerald Banking a.	22.940	+0.210	+0.92%