Smaller public U.S. companies have underperformed larger company stocks for the better part of the past decade – but the investment professionals at Emerald Asset Management are seeing the emerging signs of a “Springtime for Small Caps” at their 32nd annual Groundhog Day Investment Forum, coming up on Thursday, February 6th 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 exploring the Springtime for Small Caps theme.

The Forum will kick-off at 10:00am EST with the introduction of the Springtime for Small Caps whitepaper with Emerald’s small-cap growth portfolio managers, and then feature interactive sessions centered around two of the whitepaper’s investment opportunities:

  • Small Cap Opportunities in Life Sciences panel discussion with Emerald’s Life Sciences research team;
  • Small Cap Opportunities in Technology panel discussion focusing on A.I. and other emerging tech trends with Emerald’s Technology research team;

The event will also include an Executive Roundtable as senior corporate executives provide their insights on the year ahead. Panel participants are scheduled to include: Kevin Sterling, CFA, Senior Market Strategist, RXO, Inc. (NYSE: RXO), Scott Staples, CEO, First Advantage Corporation (NASDAQ: FA) and Eric Sprink, President & CEO, Coastal Financial Corporation (NASDAQ: CCB).

“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 investment team and their whitepaper will give our online audience a different perspective: the overlooked opportunities in small-cap stocks,” he said.

Following the Pennsylvania Groundhog tradition, the company will present “Six Weeks of Emerald” after the February 6th forum, providing additional insights and perspectives each week from Emerald’s investment teams.

“Large cap stocks have had quite a run, but we see the market broadening out with new opportunities at hand,” said Emerald CEO Scott L. Rehr. “Here at Emerald we say that Innovation Starts Small® and we are excited about the emerging trends we see for small-cap investors in 2025,” he said.

Registration and the event 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 $4.3 billion as of December 31, 2024. “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

For More Information Contact: Scott L. Rehr Emerald Asset Management PA, LLC 717-556-8900

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