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Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust is a registered investment adviser headquartered in Lehigh Valley, Pennsylvania, United States. The firm specializes in managing open-end mutual funds and provides investment management services, primarily focused on growth-oriented strategies. Founded in 1991, Emerald Advisory manages a suite of funds under the Emerald Mutual Fund Advisers Trust platform. The firm typically employs dozens of professional staff, including portfolio managers, analysts, and administrative personnel, serving individual investors and financial intermediaries.
Investment Strategy
Emerald Mutual Fund Advisers Trust emphasizes active management of growth-oriented equity portfolios, focusing on companies with strong earnings growth, robust fundamentals, and market leadership. Their investment approach includes rigorous research, theme identification in sectors like life sciences and technology, and concentrated holdings that reflect strong conviction in their selections. The fund managers seek long-term capital appreciation by investing in small to mid-cap companies positioned for above-average growth.
Latest 13F Filing Activity
Emerald Mutual Fund Advisers Trust filed their most recent 13F report on Jun 30, 2025 disclosing 208 equity positions with a total 13F market value of $2B. The fund increased holdings in Aerovironment Inc., Transmedics Group Inc., Credo Technology Group Holdings among other positions. Emerald Mutual Fund Advisers Trust reduced exposure to Ftai Aviation LTD, Insmed Inc., Blueprint Medicines Corp. among others.
Top Holdings
Equity Positions (208)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | CREDO TECHNOLOGY GROUP HOLDINGS | 2.84% | $46.7M | 503,856 | $17.01 | $92.59 | +$16.6M |
A AVAV | AEROVIRONMENT INC | 2.46% | $40.4M | 141,826 | $109.99 | $284.95 | +$24.8M |
K KTOS | KRATOS DEFENSE AND SECURITY | 2.40% | $39.4M | 847,938 | $10.87 | $46.45 | +$12.9M |
T TMDX | TRANSMEDICS GROUP INC | 2.09% | $34.3M | 255,643 | $51.39 | $134.01 | +$16.6M |
S SLNO | SOLENO THERAPEUTICS INC | 2.07% | $34.0M | 405,651 | $40.69 | $83.78 | +$7.4M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Smith | Portfolio Manager and Senior Research Analyst | Reading, PA , United States | |
D David Volpe | Portfolio Manager | King of Prussia, PA , United States | |
 | Head Trader | Lancaster, PA , United States | |
M Matthew Hornberger | Equity Trader | Lititz, PA , United States |
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