News & Commentaries


Today's Witt & Wisdom

Check out this guide to the key stories headlining the news gathered from various sources by Emerald's Joe Witthohn.
May 24, 2013

Smaller Firms Do Well

Stocks of smaller companies do well in uncertain markets because of their domestic focus. Steve Rothwell of Associated Press explains....
May 24, 2013

Previous Daily Witt From Joe Witthohn

Here are some previous newsworthy articles from Emerald's Joe Witthohn in case you missed some or need another look.
May 23, 2013

F.N.B.'s Purchase of PVF Capital

Emerald Banking & Financial Services Fund portfolio manager, Steve Russell, shares his thoughts with SNL on F.N.B.'s move.
Feb 21, 2013

A Case for Continuing Investment Opportunities in Community Banks

The Emerald banking and financial services portfolio management team believe investors have not missed their opportunity to invest in community banks.
Feb 12, 2013

Emerald Expands with Mutual Fund Sales Team Addition

Emerald Asset Management, Inc., an investment holding company with approximately $2 billion in assets, has announced the return of a senior retail sales executive concurrent with the return of the Emerald Mutual Funds. Emerald Founder and CEO Joseph E. Besecker announced that John J. Smith III has re-joined subsidiary company Emerald Advisers, Inc. as Vice President.
May 22, 2012

Emerald Plans New Products with Management Team Addition

Emerald Asset Management, Inc., has announced another key addition to its management team as it prepares for continuing future growth. Emerald Founder and CEO Joseph E. Besecker announced that Joseph G. Witthohn, CFA, has joined Emerald Asset Management, Inc. as Vice President for Product Development and ETF Strategies.
May 8, 2012

Emerald Builds Leadership Team For Future Growth

Emerald Asset Management, Inc. has announced a key addition to its senior management team as it prepares for continuing future growth. Emerald Founder and CEO Joseph E. Besecker announced the following staff addition: Scott L. Rehr has joined Emerald Advisers, Inc. as chief operating officer.
Apr 24, 2012

Emerald Bullish on Future with Expansion

Emerald Asset Management, Inc. has announced a key addition to its senior management team as it prepares for continuing future growth. Emerald Founder and CEO Joseph E. Besecker announced the following staff addition: Richard Juliano has joined Emerald Asset Management, Inc. as chief operating officer.
Apr 17, 2012

Mutual Funds Return to Emerald – Ready for Growth

The Emerald Mutual Funds have come home to Pennsylvania and their investment adviser is looking forward to reestablishing relationships with clients and their financial planners, advisors and stock brokers who work with the Funds.
Mar 20, 2012

Emerald Asset Management Moving Its Headquarters in Early November

With the corporate real estate environment not exactly thriving Emerald seized the opportunity to sign a lease/purchase agreement on a larger building for its headquarters.
Sep 28, 2011

Be sure to stop by our Emerald Tailgate at every PSU home football game.

If you are planning on going to the Penn State football game this weekend please join us.
Sep 6, 2011

Emerald Taking Aim at Key Issues Facing Pensions

The Grand Ballroom at the Radisson Plaza-Warwick Hotel in Philadelphia will feature presentations focused on very key issues facing plab sponsors and investment professionals at the Emerald 18th Annual Groundhog Day Investment forum on February 2, 2011. (See Schedule)
Jan 29, 2011

Emerald's Case for Small Cap Investing in Technology

In this white paper, Emerald presents the argument for an actively-managed, research-based approach to investing in the technology sector.
Jun 9, 2010

Emerald Portfolio Management Team provides a case for investing in Small Cap Growth

Now may be the opportune time for active management for small cap stocks.
Dec 10, 2009

A Case for Small Cap Investing: Biotech

Emerald Life Sciences team layout the rationale for investing in small cap biotech companies.
Dec 9, 2009

Emerald Product Portfolios have Companies with "Greener Visions"

Many companies held in Emerald product portfolios are actively practicing green initiatives.....
Aug 27, 2008

Get a Look at Behind the Scenes Getting Ready for Emerald Groundhog Day Forum

Emerald gets ready for the Groundhog Day Investment Forum
Feb 6, 2008

A case for Continuing Investment Opportunities in Community Banks

The Emerald financial services management team believes investors have not missed their opportunity to invest in community banks.
Feb 12, 2013

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Team Biographies

Meet Team Emerald: Team Bios

Team Emerald Snapshot

Inception

November 1991

Type of Business

Closely Held Corporation

Products

Investment Philosophy

Fundamental, Bottom-up Research Driven

Assets Under Management

$2.4 billion as of
March 31, 2013