Join Emerald Asset Management for the landmark 25 th annual Emerald Groundhog Day Investment Forum on February 1 st in Philadelphia. The Forum is the unofficial kick-off to the year ahead as Emerald's team of analysts and portfolio managers present their key investment themes and trends for 2018, focusing on these key sectors:
  • Banking & Finance
  • Consumer
  • Energy
  • Industrials
  • Life Sciences
  • Technology

Emerald's team will be joined by noted economist Joel Naroff 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. Sam Stovall, chief investment strategist of U.S. equity strategy at CFRA, will provide the opening keynote address.

The Groundhog Day Investment Forum will be held on Thursday, February 1 st at the DoubleTree by Hilton Hotel in Philadelphia, PA. "We say that the investment year begins in earnest with our annual Forum," said Emerald CEO and Founder Joseph E. Besecker. "2018 follows a surprisingly bullish 2017, leaving investors seeking direction in 2018. They can find insightful information in our Forum presentations from corporate leaders and our team of analysts and portfolio managers," he said.

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 companies. This year senior executives from several public and private companies as well as Emerald are scheduled to present. "Our investment team is constantly on the road - meeting with companies, their customers, competitors and suppliers," said Emerald Director of Research Joseph W. Garner. "This in-depth, on-site research is vital in identifying key trends and opportunities in the year ahead, and the Groundhog Forum is a unique chance to interact with and learn from our team," he said.

The presenting companies confirmed to date include: Installed Building Products, Inc. (NYSE: IBP), OraSure Technologies, Inc. (NASDAQ: OSUR), Trex Company (NYSE: TREX) and Vonage Holdings (NYSE: VG). Additional companies will be added in the coming days and a full list of presenting companies, seminars by Emerald's investment professionals and registration details are available on Emerald's website at

Founded in 1991, Emerald Asset Management, Inc. is a diversified investment management company that operates through its subsidiaries Emerald Advisers Inc., Emerald Mutual Fund Advisers Trust, Emerald Separate Account Management LLC, Emerald Direct Lending Advisers LLC and EmStone Advisers LLC. Assets managed by these companies totaled approximately $5.4 billion as of December 31, 2017. "Driven by Research," Emerald employs an intense fundamental, research-focused investment philosophy and focuses primarily on growth and value 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, Inc.3175 Oregon PikeLeola, PA 17540717.556.8900800.722.4123

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