Emerald Banking and Finance Fund Institutional Class (HSSIX) Research
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.
Market snapshot
- Symbol
- HSSIX
- Price
- $33.79
- Day change
- +1.62%
- Market cap
- $4.2B
- P/E ratio
- 1324.66x
- 52-week range
- 29.07-36.04
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AMG River Road Focused Absolute Value Fund - Class N (ARRFX)
- Shelton Tactical Credit Fund - Investor Class (DEBTX)
- Tributary Nebraska Tax-Free Fund - Institutional Plus Class (FONPX)
- AMG River Road Large Cap Value Select Fund Class N (FQUAX)
- Emerald Finance and Banking Innovation Fund - A (HSSAX)
- Emerald Finance and Banking Innovation Fund - C (HSSCX)
- Scharf Multi-Asset Opportunity Fund Retail Class (LOGBX)
- AMG Veritas China Fund Class N (MMCFX)
Open Emerald Banking and Finance Fund Institutional Class (HSSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.