Emerald Banking and Finance Fund Institutional Class

The fund's core investment strategy dictates that, under typical market conditions, it will allocate at least 80% of its total assets—including its net assets and any funds borrowed for investment purposes—to specific securities. These include both common and preferred equity shares of businesses predominantly engaged in the banking or broader financial services industries. Furthermore, this allocation extends to pooled investment vehicles that themselves invest in companies primarily operating within these same financial and banking sectors.