Emerald Banking and Finance Fund Institutional Class
HSSIX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Emerald Banking and Finance Fund Institutional Class (HSSIX) is a mutual fund that invests primarily in equity securities of domestic companies operating in the banking and financial services industries. The fund offers institutional investors exposure to a diversified portfolio of financial sector stocks, including regional banks, money center banks, thrifts and savings banks, bank holding companies, insurance companies, broker-dealers, consumer finance companies, and asset managers; it employs a fundamental, bottom-up research process focused on long-term capital appreciation through securities with attractive valuations, strong balance sheets, and robust growth prospects. Headquartered in Kansas City, Missouri, the fund was launched in 1984 and is managed by Emerald Advisers, Inc., a subsidiary of Emerald Mutual Fund Advisers Trust, with operations centered in the United States targeting institutional clients such as pension funds and endowments. Recent developments include portfolio manager changes in 2023, with the addition of experienced analysts to enhance sector expertise amid rising interest rates and banking sector consolidation; the fund also benefited from strategic positioning during the 2024-2025 regional bank recovery following the 2023 banking crisis, achieving strong performance relative to benchmarks through selective investments in resilient community banks and fintech innovators. As of late 2025, no major acquisitions, rebrands, or funding rounds have been announced for the fund or its adviser, though Emerald continues to emphasize ESG integration in financial services selections as part of broader industry shifts.