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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Emerald on Schwab Network

Insights, Oct 11, 2024

Stacey Sears, MBA, Senior Vice President and Portfolio Manager talks to Caroline Woods of Schwab TV.

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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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The AI Effect: Innovating Consumer Entertainment -…

Insights, Mar 01, 2024

Watch Stacey Sears, Senior Vice President & Portfolio Manager, discuss the rising innovation in the consumer sector.

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Seeding Tomorrow: The Growth of Innovation in…

Insights, Feb 26, 2024

Watch Terry Smith, PhD, MBA, Director of Life Sciences Research, discuss the variety of innovation in the biotech industry.

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Introducing The Innovation Economy – Groundhog Day…

Insights, Feb 15, 2024

Watch as Joseph Garner, Director of Research & Portfolio Manager, and David Volpe, CFA, Deputy CIO & Portfolio Manager, discuss Emerald’s latest whitepaper and innovation in various sectors.

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Innovation Starts Small

Insights, Feb 08, 2024

Emerald’s latest white paper “Innovation Starts Small: Innovation-Driven Investment opportunities for 2024”

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PRESS RELEASE – Emerald’s 31st Annual Groundhog…

Insights, Jan 23, 2024

Press Release – Emerald’s 31st Annual Groundhog Day Investment Forum

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The Emerald Wit & Wisdom Podcast -…

Insights, Dec 07, 2023

Joe Witthohn, CFA, is joined by Emerald’s Director of Industrials Research, Scott Blumenthal, MBA, to discuss the Industrials Sector.

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The Emerald Wit & Wisdom Podcast -…

Insights, Nov 03, 2023

Joe Witthohn, CFA, is joined by Rob Langrick to discuss the CFA Exam.

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Wit & Wisdom

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Wit & Wisdom

Oct 02, 2024

Major stock indexes are relatively flat this morning as investors digest improving jobs numbers while keeping watchful eyes on the situation(s) in the Mid East and the dockworkers’ strike.

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Wit & Wisdom

Oct 01, 2024

If you are one of the few who recall (or even care about) my writing of just over a month ago, September was to be a volatile month …

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Wit & Wisdom

Sep 30, 2024

It is the last day of September … the month that typically shows the worst performance for stocks … and right now it appears investors that held tight during the month will be rewarded

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Wit & Wisdom

Sep 25, 2024

The S&P is just barely positive at this moment, but if it does end the day higher it would be the 42nd record close of the index achieved this year.

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Wit & Wisdom

Sep 23, 2024

Markets are up this morning with the Dow hitting yet another intraday record (before scaling back a bit) and the S&P within shouting distance of a similar achievement.

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Wit & Wisdom

Sep 18, 2024

Here we go … Fed Day is finally here! There is so much anticipation built into today’s announcement that this once-boring event has taken on an outsized amount of nervous attention.  Get the popcorn ready!

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Wit & Wisdom

Sep 12, 2024

The S&P is barely keeping its head above water this morning as it struggles to stay afloat long enough to show gains for the fourth day in a row

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Wit & Wisdom

Sep 11, 2024

While a morning inflation number shows continued downward movement toward the stated goals of the Fed, it only seems to warrant a smaller rate cut to be announced at next week’s meeting …

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Wit & Wisdom

Sep 10, 2024

Stocks remain in a holding pattern this morning as we are one week away from the start of the most important Fed week ever

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