ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

Emerging from the Shadows of COVID: the May 5th Emerald Groundhog Day Investment Forum

Postponed from its usual February date because of COVID, the Emerald Asset Management 2022 Groundhog Day Investment Forum returns live and in-person to Philadelphia on May 5th – and also as a hybrid event, featuring an all-event virtual stream. Emerald’s team of analysts and portfolio managers will present their key investment themes and trends at the 29th annual event, looking ahead to the future post-pandemic world and its implications for investors. Presentations will focus on these key sectors:

  • Banking & Finance
  • Consumer
  • Energy
  • Industrials
  • Life Sciences
  • Technology

Emerald’s team will be joined by noted economist Joel Naroff, James Furey, CFA, founder and Managing Partner of Furey Research Partners, and senior executives from companies that exemplify the trends identified by Emerald and who will provide insights on the state of their industries and sectors.

“The long shadow of COVID has thankfully begun to recede,” said Emerald CEO and Founder Joseph E. Besecker. “But uncertainty and volatility have followed us into 2022, along with war in Europe, a midterm election, inflation impacts, interest rate decisions and continuing supply chain issues: all calling out for information and analysis,” he said.

The Groundhog Day Investment Forum will be held on Thursday, May 5th at the DoubleTree by Hilton Hotel in Philadelphia, PA. The presenting companies confirmed to date include: Aris Water Solutions (NYSE: ARIS); Chart Industries, Inc. (NYSE: GTLS); Forward Air Corp. (NASDAQ: FWRD); The Simply Good Foods Company (NASDAQ: SMPL); and Voyager Digital (OTCMKTS: VYGVF).

“We say that the investment year begins in earnest with our annual Forum centered around Groundhog Day, and this year we are making up for lost time on Cinco de Mayo,” said Emerald Director of Research Joseph W. Garner. “We are ready to roll and our presenters will give our in-person and online audience real-time perspective and insight into the markets’ path forward,” he said. During the afternoon keynote session, Emerald portfolio manager Steven E. Russell will lead a discussion on decentralized finance and blockchain oriented investments and Emerald president David Volpe will describe the unique “barbell” approach to multi-cap investing.

A full list of presenting companies, seminars by Emerald’s investment professionals and registration details are available on Emerald’s website at https://www.teamemerald.com/events-1/.

The first Emerald Groundhog Day Investment Forum was held in 1994 and has grown to become a definitive kick-off conference for investors focusing on small- and mid-cap growth companies.

Emerald Asset Management PA, LLC is a diversified investment management holding company that operates through its subsidiaries Emerald Advisers LLC, Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC and EmStone Advisers LLC. Managing client funds since 1992, assets managed by these companies totaled approximately $5.1 billion as of March 31, 2022. “Driven by Research,” Emerald employs a fundamental, research-focused investment philosophy and focuses primarily on growth oriented equity investing and income oriented investing. Emerald and its subsidiaries maintain offices in King of Prussia and Pittsburgh, Pennsylvania and Cleveland, Ohio. Its global headquarters are located in Leola, PA.

Emerald Asset Management PA, LLC

3175 Oregon Pike

Leola, PA 17540

717.556.8900

800.722.4123

www.TeamEmerald.com

Contacts

Joseph W. Garner

Emerald Asset Management PA, LLC

717-556-8900

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.