Emerald Growth Fund Institutional Class (FGROX)

Overview

Under normal conditions, the described fund operates as a dynamic investment entity that focuses on equity securities. The fund's investment strategy encompasses a broad spectrum of equity securities, including common stocks, preferred stocks, and securities convertible into these stock types, which allows it to engage in diverse investment opportunities. The geographical scope of its investments extends beyond the United States, incorporating foreign companies into its portfolio. This inclusive approach towards both U.S. and international markets enables the fund to tap into various sectors and industries, providing a versatile and comprehensive investment platform.

Products and Services

• Equity Securities of U.S. and Foreign Companies
  

  This service represents the core of the fund's offerings, focusing on investments in equity securities such as common stocks, preferred stocks, and convertible securities of companies based in the U.S. and abroad. The goal is to cover a wide spectrum of the market by investing in entities from various industries. This approach not only diversifies the investment portfolio but also taps into the potential growth of different sectors both domestically and internationally.

• Investment in Companies across Various Sizes
  

  The fund's investment strategy is notable for its flexibility in terms of company sizes. It includes investments in companies of various market capitalizations, ranging from smaller companies to much larger entities. Smaller companies are specifically defined as those with a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index. This strategy aims to exploit the growth potential of smaller companies while balancing the investment portfolio with the stability of larger, well-established companies.