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Six More Weeks of Emerald – Financial Team

Following our 32nd Annual Groundhog Day Forum, we’re excited to share key insights from our latest whitepaper. Over the next six weeks, we’ll be diving deep into critical sectors, providing in-depth analysis and perspectives.

Stay tuned for exclusive content and expert commentary!

This week…

The financial sector continues to evolve. While banks faced challenges in 2024, those headwinds are now behind them. Moving forward, deposit growth, earnings expansion, and tangible book value are key. Insurance companies performed well, with opportunities emerging among small-cap excess and surplus insurers. We believe small regional banks will outperform larger institutions, driven by strong loan portfolio earnings.

Check out our latest video where Steve Russell, Esq., MBA (portfolio Manager & Senior Research Analyst) and Ori Elan (Vice President) dive deeper into these trends and what they mean for investors.


Read more about this topic in our Whitepaper in the “News and Insights” section.

At Emerald, we’re committed to identifying opportunities in the ever-changing tech landscape. Stay tuned for more insights!


IMPORTANT DISCLOSURE: This video presentation is furnished by Emerald Advisers, LLC and its affiliates (collectively “Emerald”) for informational/educational use only and does not constitute the provision of investment, legal or tax advice.  It is not prepared with respect to the specific investment objectives, financial situation or particular needs of any specific person. The information contained in this presentation was obtained from sources deemed reliable.  Such information is not guaranteed as to its accuracy, timeliness or completeness.  Any opinions expressed in this presentation represent the judgment of the authors at the time of recording.  The information and opinions herein are subject to change without notice.  Past performance is no guarantee of future results.  Neither the information in this presentation nor any opinion expressed herein constitute an offer or recommendation to buy or sell any security or financial instrument. Any company mentioned is based on its business dealings within the relevant industry.  It is for general discussion purposes only.  Accounts managed by Emerald’s affiliated advisory firms may take positions from time to time in securities discussed in this presentation.