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 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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The Emerald Wit & Wisdom Podcast -…

Insights, Nov 01, 2023

Joe Witthohn, CFA, is joined by Sam Stovall, Chief Investment Strategist at CFRA Research to discuss the present state of the markets.

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Meet Team Emerald: Stephen Amsterdam

Insights, Oct 18, 2023

Introducing Emerald’s Portfolio Manager & Senior Research Analyst: Stephen Amsterdam

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Meet Team Emerald: Terry Smith, PhD, MBA

Insights, Oct 09, 2023

Introducing Emerald’s Director of Life Sciences: Terry Smith, PhD, MBA

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The Emerald Wit & Wisdom Podcast -…

Insights, Oct 05, 2023

Joe Witthohn, CFA, joined by David Volpe, CFA, Deputy CIO & Managing Director | President, EAM PA to discuss how David looks at investing amid today’s economic environment.

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The Barbell Approach

Insights, Aug 30, 2023

David Volpe, CFA, Deputy CIO & Managing Director | President, EAM PA breaks down his Dynamic Barbell Strategy.

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The Emerald Wit & Wisdom Podcast -…

Insights, Aug 17, 2023

Joe Witthohn, CFA, joined by Emerald Portfolio Manager and Senior Research Analyst Steven Russell, Esq. to discuss the banking industry.

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Wit & Wisdom

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Wit & Wisdom

Jul 26, 2024

A key inflation number said to be favored by the FED eased a bit over the last month…

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Wit & Wisdom

Jul 22, 2024

Stocks are showing slight gains this morning…

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Wit & Wisdom

Jul 15, 2024

The Dow has been jealously watching the other two main indexes (the S&P 500 and Nasdaq) break quite a few records…

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Wit & Wisdom

Jul 11, 2024

The morning report showed a drop in inflation for June …

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Wit & Wisdom

Jul 10, 2024

Different day, same story … as the S&P and Nasdaq indexes achieved new intraday records …

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Wit & Wisdom

Jul 09, 2024

Throughout … and even before … the first half of the last century…

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Wit & Wisdom

Jul 08, 2024

The start of this fine week has two of the three major U.S. indices again reaching record territory…

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Wit & Wisdom

Jun 27, 2024

Indexes are barely changed at the moment…

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Wit & Wisdom

Jun 25, 2024

One week removed from reaching a record close…

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