Emerald Growth Fund Class C (HSPCX)

Overview

This fund is dedicated to investing in a broad array of equity securities, encompassing both U.S. and international markets. It has a flexible investment strategy that includes common stocks, preferred stocks, and convertible securities. With a focus on diversity, the fund is not limited by industry or company size, making investments in everything from large to smaller companies. For the purpose of this fund, "smaller companies" are defined in relation to the Russell 2000 Index, specifically those with a market capitalization at or below the index's largest constituents.

Products and Services

• Equity Securities of U.S. and Foreign Companies

  The fund invests in a wide range of equity securities, including those of companies based both in the U.S. and abroad. This broad market approach allows for a diversified investment portfolio that can adapt to global economic changes.

• Common Stocks

  As a fundamental component of its investment strategy, the fund allocates assets towards common stocks. These equities provide the potential for capital growth over time and are a primary way for investors to gain exposure to companies' performance.

• Preferred Stocks

  Preferred stocks are another critical area of investment for the fund, offering investors a potentially more stable income through dividends. These securities often come with set dividend rates and have priority over common stocks in the event of a liquidation.

• Convertible Securities

  The fund also invests in convertible securities, which are bonds or preferred shares that can be converted into a predetermined number of common stock or equity shares. This provides a blend of fixed-income security and the potential for capital appreciation.

• Investments in Various Industries

  By not limiting itself to specific sectors, the fund has the flexibility to invest across a broad spectrum of industries. This strategy allows it to capture growth in booming sectors and reduce risk through diversification.

• Focus on Smaller Companies

  Particularly interested in smaller companies, the fund seeks to invest in businesses that have a market capitalization equal to or less than those in the Russell 2000 Index. This focus on smaller companies can potentially offer higher growth opportunities than investments in larger, more established companies.