Overview
Emerald Advisers, LLC (“EA LLC”) is a registered investment adviser investing our
client’s assets primarily in U.S. domestic equity securities. Our investment strategies
include small, mid and multi-capitalization stocks. Emerald has been providing
discretionary advisory services to institutional, governmental, trusts, estates,
charitable and high net worth individuals since it was founded in 1991.
EA LLC is a wholly-owned subsidiary of Emerald Asset Management PA, LLC.
Emerald Asset Management PA, LLC is owned by Emerald Asset Management Inc.
and an affiliate of the F/M Managers Group, LLC.
As of December 31, 2023, EA LLC had approximately $2.4 billion in discretionary
assets under management.
Advisory Services:
For EA LLC’s Small Capitalization Growth 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
Our Mid Cap Growth product seeks to maximize returns and minimize risks by
capitalizing on the inefficiencies inherent in today’s mid-cap markets. Our Mid Cap
Growth product objective is to outperform its Russell Mid Cap Growth benchmark
by investing in companies with the following attributes:
Capitalization less than or equal to the largest Russell Mid Cap company
Competitive advantages/pricing power
Leadership position/innovation
Strong management
Growth rate exceeds peer group
Differentiated growth drivers
Under-researched by the Street
Our Multi Cap Growth product seeks long-term capital
appreciation, through active
portfolio management, by investing in large, mid and small capitalization growth
companies. This product strives to own the best investment ideas emanating from
the deep research effort of our analyst and portfolio management teams. This
product has the flexibility to invest anywhere along the market capitalization
spectrum and pick from all corners of the equity growth universe. This product is
dedicated to owning a subset of the market’s most rapidly growing and well-run
companies, irrespective of market capitalization.
Our Small Cap Value product invests in domestic small cap value equities with a
market capitalization range of approximately $150 million to $2.5 billion at the time
of investment. Emerald Small Cap Value philosophy is to own companies that are
statistically cheap, generate great amounts of free cash flow and possess catalysts
for improved operating performance that are not properly discounted by the
market.
The Small Cap, Mid Cap and Multi Cap growth products 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 researches who specifically follow that company or its
industry. In-person visits with company management are desirable whenever
possible.
EA LLC may accept client-imposed restrictions in our investment adviser accounts.
Certain restrictions such as no tobacco or adherence to MacBride principals are
accepted.