Emerald Advisers, LLC
Emerald Advisers, LLC is an independent investment management firm headquartered in Leola, Pennsylvania. Founded in 1991, the firm employs approximately 35 professionals and focuses on providing investment management services, including portfolio management for institutional clients such as pension funds, pooled investment vehicles, charitable organizations, state and municipal government entities, and insurance companies. Emerald is known for its research-driven approach and specialization in U.S. equity strategies, particularly within small- and mid-cap sectors, serving a broad spectrum of institutional investors.
Investment Strategy
Emerald Advisers, LLC implements a fundamental, bottom-up research-driven investment process, with a strong emphasis on uncovering growth companies—particularly in the small- and mid-cap space. The firm seeks to identify companies with strong management teams, differentiated products or services, and sustainable competitive advantages. Emerald emphasizes in-depth, primary research to generate high-conviction investment ideas, aiming for long-term capital appreciation by investing in companies that exhibit robust growth potential and attractive risk/reward characteristics. They cater primarily to institutional investors and private funds, tailoring their strategy to client mandates and risk preferences.
Top Holdings
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | 3.09% | $84.4M | 911,514 | $17.15 | $92.59 | +$35.0M |
A AVAV | AEROVIRONMENT INC | 2.64% | $72.0M | 252,686 | $121.18 | $284.95 | +$45.2M |
K KTOS | KRATOS DEFENSE AND SECURITY | 2.57% | $70.2M | 1,510,418 | $14.21 | $46.45 | +$26.3M |
T TMDX | TRANSMEDICS GROUP INC | 2.16% | $58.9M | 439,329 | $55.93 | $134.01 | +$28.3M |
T TTMI | TTM TECHNOLOGIES INC | 2.10% | $57.3M | 1,403,317 | $20.28 | $40.82 | +$27.8M |