Join Emerald Asset Management for the 27th annual Emerald Groundhog Day Investment Forum on February 6th in Philadelphia. The Forum is the unofficial kick-off to the year ahead as Emerald’s team of analysts and portfolio managers will present their key investment themes and trends for 2020, 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. James Furey, CFA, Founder and Managing Partner of Furey Research Partners, will present a keynote address.

The Groundhog Day Investment Forum will be held on Thursday, February 6th 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. “2020 promises continuing market volatility with mixed messages on corporate earnings, economic growth and the wild card of the Presidential and Congressional elections,” he said. “The convergence of investment professionals, joined by senior corporate leaders, will give our audience a real-time perspective and insight into the path forward for 2020.” He added, “We are excited to welcome back Jim Furey to the stage as Jim provides a uniquely in-depth, research-based deep-dive on the small-cap stock universe.”

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 and 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: NeoGenomics, Inc. (Nasdaq: NEO); The Simply Good Foods Company (Nasdaq: SMPL); Shenandoah Telecommunications Company (Nasdaq: SHEN); Trex Company, Inc. (NYSE: TREX). 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 www.TeamEmerald.com/groundhog.

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, Emerald Direct Lending Advisers LLC and EmStone Advisers LLC. Managing client funds since 1992, assets managed by these companies totaled approximately $5.0 billion as of December 31, 2019. “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 is located in Leola, PA.

Emerald Asset Management PA, LLC 3175 Oregon Pike Leola, PA 17540 717.556.8900 800.722.4123 www.TeamEmerald.com

Joseph W. Garner Emerald Asset Management PA, LLC 717-556-8900

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