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| Emerald Mutual Fund Advisers Trust |
| Emerald Mutual Fund Advisers
Trust is the sub-advisor to three Forward Funds,
and is a wholly owned subsidiary of Emerald Advisers, Inc.,
which was founded in 1991 by Joseph E. Besecker, portfolio
manager of the Forward Opportunities Fund. |
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| The four principal officers of Emerald Advisers, Inc. combine
more than 70 years of experience in the mutual fund, investment
advisory, pension funds management and securities brokerage
industries. As of March 31, 2008, Emerald Advisers, Inc.
managed approximately $2.2 billion in assets. Emerald is based
in Lancaster, Pennsylvania. |
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Portfolio Manager
Kenneth G. Mertz, II, CFA*
President, CIO, and Portfolio Manager
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Mertz has 29 years of investment experience
and a 15-year tenure with Emerald Mutual Fund Advisers Trust.
He has led the portfolio management team since inception. |
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*Kenneth G. Mertz, II,
has earned the right to use the Chartered Financial Analyst designation. |
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