Resource Center

Keep up to date on Emerald’s
news, insights and events.

Welcome To The Emerald Resource Center

News & Insights

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Announcing Emerald’s 32nd Annual Groundhog Day Investment…

Event, Jan 07, 2025

Join us on February 6, 2025 for Emerald’s 32nd Annual Groundhog Day Investment Forum. Stay tuned for more information, including a registration link.

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Emerald on BNN Bloomberg – NVIDIA’s Q3…

Insights, Dec 09, 2024

David Volpe, CFA and deputy CIO of Emerald Asset Management, talks about NVIDIA’s Q3 earnings and how they exceeded expectations.

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Emerald Insights – 3Q24 Small Cap Earnings…

Insights, Dec 04, 2024

Watch as: Damian Gallagher (AVP – Client Relations & Business Development) and Joe Garner, MBA (Director of Research and Portfolio Manager discuss Emerald’s Small Cap Growth strategy through 3Q24.

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Emerald Insights – Exploring Life Sciences Opportunities

Insights, Nov 27, 2024

Watch as Nishit Trivedi, PhD, MBBS, MBA(Director of Life Sciences Research), Terry Smith, PhD, MBA (Director of Life Sciences Research) and Joe W. Garner, MBA (Director of Research & Portfolio Manager) explore life sciences opportunities in this interview:

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Emerald on CNBC: Stacey Sears on CNBC’s…

Insights, Nov 04, 2024

Stacey Sears, Emerald Asset Management portfolio manager joins CNBC’s ‘The Exchange’ to discuss the case for small caps, how resilient the economy is, and more.

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Innovation Driven Investment Opportunities in Life Sciences

Insights, Oct 31, 2024

Penned by our experienced Life Sciences team, this white paper provides an overview of some of the unique investment opportunities in the life sciences industry driven by innovative breakthrough science worldwide.

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Emerald Advisers and F/m Investments Announce the…

Insights, Oct 31, 2024

Emerald Advisers, in partnership with F/m Investments, announces the launch of the F/m Emerald Life Sciences Innovation ETF (LFSC)

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Emerald on CNBC: David Volpe’s Insights on…

Insights, Oct 29, 2024

David Volpe, deputy CIO at Emerald Asset Management, said the U.S. Federal Reserve looks to be on the back foot and a bumper rate cut would help it stay ahead.

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Emerald Insights – Following the First Rate…

Insights, Sep 26, 2024

David Volpe, Emerald Advisers Deputy CIO and Joe Garner, Director of Research and Portfolio Manager follow-up after David’s appearance on CNBC London and discuss the first rate cut. 

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Emerald on CNBC: David Volpe’s Insights on…

Insights, Sep 17, 2024

David Volpe, deputy CIO at Emerald Asset Management, said the U.S. Federal Reserve looks to be on the back foot and a bumper rate cut would help it stay ahead.

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Volunteer Spotlight: All Bark, No Bite!

Insights, Sep 13, 2024

Emerald Advisers is proud to share an inspiring volunteer story about one of our own, Mitch Krahe (Vice President, General Counsel).

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2Q24 Small Cap Earnings Recap with Joe…

Insights, Sep 03, 2024

Watch as Damian Gallagher (Client Relations and Business Development) and Joe Garner, MBA (Director of Research and Portfolio Manager) discuss earnings for the second quarter of 2024 in regard to small caps.

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Emerald Insights: 2Q24 Finance and Banking Recap

Insights, Jul 31, 2024

Watch as: Elliot Foster (Vice President of Marketing) and Steve Russell (Portfolio Manager & Senior Research Analyst) discuss market changes for Banks in 2Q24.

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Emerald Insights: 2Q24 Small Cap Growth Recap

Insights, Jul 11, 2024

Watch Stacey Sears (Senior Vice President & Portfolio Manager) and Damian Gallagher (AVP – Client Relations & Business Development) discuss Emerald’s Small Cap Growth strategy through 2Q24.

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The Emerald Wit & Wisdom Podcast -…

Insights, Jun 12, 2024

Joe Witthohn, CFA, is joined by Chris Gaito of Furey Research Partners to discuss the world of Small Caps.

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Emerald Insights: 1Q24 Small Cap Earnings Update

Insights, Jun 07, 2024

Watch Joseph Garner (Director of Research and Portfolio Manager) and Damian Gallagher (AVP – Client Relations and Business Development) dig deep and breakdown 1Q24 small cap earnings and where opportunities lie ahead..

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The Emerald Wit & Wisdom Podcast -…

Insights, May 29, 2024

Joe Witthohn, CFA, is joined by Emerald’s Portfolio Manager David Volpe to discuss the current environment of the market.

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Unveiling the Hidden Innovations in Industrial Evolution

Insights, May 22, 2024

Watch Peter Garner, Research Analyst, reveal the often-overlooked innovation within the industrials sector.

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AI Enhanced Real Estate: Smarter Solutions for…

Insights, May 13, 2024

Watch Ori Elan, Vice President & Research Analyst, explore the transformative impact of AI in the real estate sector, enabling a more efficient, intelligent, and expedited decision-making process.

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Innovating For a High Energy World

Insights, May 08, 2024

Watch Andrew Smith, Portfolio Manager & Senior Research Analyst, highlight the essential need for more energy globally and the groundbreaking innovations transforming the energy sector.

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Leveraging Technology and Services for Small Cap…

Insights, Apr 29, 2024

Watch Derek Fisher, Director of Technology Research, discuss the growing need for small cap businesses in the technology and services areas, emphasizing the critical demand for data security.

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Energizing the Future

Insights, Apr 23, 2024

Watch David Volpe, Deputy CIO & Portfolio Manager, explore how technological breakthroughs are enhancing productivity in the energy sector.

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AI-Enhanced Sales: Boosting Productivity in Marketing Cycles

Insights, Apr 11, 2024

Watch Nathan Jones, Director of Technology Research, discuss the utilization of AI advertising to enhance productivity on the sales and marketing fronts.

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Exploring Everyday Experiences Through Innovation

Insights, Apr 03, 2024

Watch Peter Garner, Research Analyst, explore the latest innovations reshaping the consumer sector.

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Navigating Labor Shortages: Offshore Strategies for High-Labor…

Insights, Mar 28, 2024

Watch Scott Blumenthal, Director of Industrials Research, discuss the challenges of a labor shortage in industries outsourcing goods with high labor content.

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Shaping the Future of Medical Technology

Insights, Mar 26, 2024

Watch Nishit Trivedi, Director of Life Sciences Research, explore AI’s role in medical technology.

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The Emerald Wit & Wisdom Podcast -…

Insights, Mar 21, 2024

Joe Witthohn, CFA, is joined by Emerald’s Portfolio Manager & Senior Research Analyst, Stephen Amsterdam to discuss the Consumer Electronic Show.

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The Invisible Forces of Innovation in Industrials

Insights, Mar 18, 2024

Watch Erik Cianci, Research Analyst, uncover the hidden innovations in the industrials sector.

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The Real AI Advantages in Small-Caps

Insights, Mar 13, 2024

Watch Stephen Amsterdam, Portfolio Manager and Senior Research Analyst, discuss the transformative impact of new technology on small-cap companies.

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The Future of Money: Digital Innovation Driving…

Insights, Mar 07, 2024

Watch Steven Russell, Portfolio Manager and Senior Research Analyst, discuss innovation in the financial services industry.

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Wit & Wisdom

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Wit & Wisdom

Jan 16, 2025

There was a popular game show a few years back by the name of “Password” … in which a one-word clue was given, and the contestant would need to guess the “mystery word” to win prizes. Well, if the game was played today, I think the clue given would be “fickle” … while the correct reply would be “investors” … for each little bit of new data seems to create a sharp, immediate response in opinion (and investment action).

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Wit & Wisdom

Jan 15, 2025

Well, investors received a bit of good news this morning with an inflation number that raised new hopes that the Fed might not be finished with cutting rates.  I will point out, however, that the result was only a slight improvement (3.2% annualized vs. 3.3% expected) but investors are using any and all excuses to party.

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Wit & Wisdom

Jan 14, 2025

Another day, another market-moving view on the tariffs. With a report that the threatened Trump Administration tariff action will be gradual (rather than immediate and severe), investors tiptoed back into the market driving equities higher in the morning session … though it has just returned to “flatness” minutes ago. Combining that with a positive inflation print out earlier … showing wholesale prices increased less than expected … is providing new hope that prices might not rise to the degree feared.

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Wit & Wisdom

Jan 13, 2025

I watched some NFL games yesterday without much emotion as … with my team “out of it” (something which happens around November every year) … I didn’t know exactly who to root for. This seems similar to what many investors might be facing regarding the economy as, while they certainly do have emotion, some must be debating if they should cheer for a strong, robust economy … or hope the economic engine slows enough to give the Fed reason to cut rates.

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Wit & Wisdom

Jan 10, 2025

We are back to good news being bad news … at least, as far as investors are concerned … for payrolls grew much more than expected …and markets headed south immediately upon the release.

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Wit & Wisdom

Jan 09, 2025

Markets are closed today in honor of Jimmy Carter, so I’ll probably ramble more than usual … if that is at all possible.  

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Wit & Wisdom

Jan 07, 2025

Pressed and stressed today, as I am in Las Vegas … and never do get used to the three-hour time difference. Going to bed after midnight here (those darned casinos) completely threw off my biological clock … and I know I will pay for it dearly when I get back to the comforts of home later in the week.

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Wit & Wisdom

Jan 06, 2025

When you think of what people consider to be a “happy place,” many areas come to mind. For some, it is Disneyworld … for others it is a favored golf course … and for others a tavern or even a garden.  Well, this week I am off to CES (Consumer Electronics Show) and for me … that is one of my happy places … as the review of concepts … some of which might never see the light of day, greatly excites me … as I know a few of these things will “make it” … even if years away … as inventors invite me to travel along with them to share their dreams.

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Wit & Wisdom

Jan 03, 2025

While Santa Claus didn’t show up for the rally held in his honor, markets are rebounding this morning … leaving some to hope stocks will add on to last year’s gains.   

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