Finding compelling innovation-led investment opportunities in U.S. small-cap stocks will be the theme of the 2024 Emerald Asset Management Groundhog Day Investment Forum, coming up on Thursday, February 1^st at The Valley Forge Sheraton – and online as an all-event virtual stream. Emerald’s team of analysts and portfolio managers will focus on sector- and industry- specific opportunities as they introduce an exclusive new whitepaper on the Innovation Economy.

The Forum will feature interactive sessions providing a deep-dive into the compelling innovation-themed investment opportunities as identified by our team:

• Introduction of the Innovation Starts Small whitepaper with Emerald’s full team of portfolio managers;
• Innovation in Life Sciences panel discussion with Emerald’s Life Sciences research team and featuring a presentation by TransMedics Group (TMDX – NASDAQ);
• Innovation in Consumer Goods panel discussion with Emerald’s Consumer research team and featuring a presentation by Freshpet Inc (FRPT – NASDAQ);
• Innovation in Technology panel discussion focusing on the rise of artificial intelligence and the highlights of the 2024 Consumer Electronics Show with Emerald’s Tech Team;
• Ask the Analysts panel with Emerald’s full team of investment professionals.

This year’s event will include a keynote address by innovative entrepreneur and author Michael Moe, Founder and CEO of GSV, a growth-focused investment platform. Pennsylvania Treasurer Stacy Garrity will welcome attendees to the event.

“Investors were myopically focused on the ‘Magnificent Seven’ stocks in 2023,” said Emerald CEO Scott L. Rehr. “But at Emerald, we believe that ‘Innovation Starts Small,’ as we work to identify and invest in smaller growth-oriented U.S. companies that fuel exciting innovation in sectors like healthcare, technology, consumer goods and fintech,” he said.

“We say that the investment year begins in earnest with our annual Forum centered around our local Pennsylvania tradition of Groundhog Day,” said Emerald Director of Research Joseph W. Garner. “This year our presenters will give our in-person and online audience real-time perspective and insight as they zero in on the innovation that drives our economy,” he said.

The event’s schedule, list of presenters and registration details are available on Emerald’s website at https://www.teamemerald.com/events/.

The first Emerald Groundhog Day Investment Forum was held in 1994 and has grown to become a definitive kick-off conference each year for investors focusing on domestic U.S. growth companies.

About Emerald Asset Management

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 $4.4 billion as of December 31, 2023. “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 Leola and King of Prussia, Pennsylvania.

Emerald Asset Management PA, LLC

3175 Oregon Pike

Leola, PA 17540

717.556.8900

800.722.4123

www.TeamEmerald.com

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