EMERALD ADVISERS INC Overview
Emerald Advisers Inc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 35 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 118% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 2BN in positions, representing 118% of the manager's regulatory AUM.
EMERALD ADVISERS INC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EMERALD ADVISERS INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VEEV | 2.77% | Health | 24.45% | 0.44% | 1 | 5% | ||
| OZRK | 1.91% | Financials | -12.32% | -0.26% | 1 | 6% | ||
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FEATURED IN
EMERALD ADVISERS INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth G. Mertz | Chief Executive Officer, President And Director | October-1992 |
| Stacey L. Sears | Senior Vice President And Director | March-2001 |
| Daniel W. Moyer | Executive Vice President | September-2002 |
| James A. Meehan | Chief Compliance Officer | August-2002 |
| Scott L. Rehr | Chief Operating Officer | February-2012 |
EMERALD ADVISERS INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EMERALD ADVISERS INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss.
The entire Emerald investment team is dedicated to intense fundamental, bottom- up research designed to identify unrecognized, under-researched, undervalued as well as overvalued companies. We're constantly on the road visiting companies, meeting management and workers, and touring facilities. This hands-on approach provides Emerald with unique insights into industry trends as well as company specific trends that we believe gives us an advantage over managers who rely solely on traditional, top-down research techniques.
Growth Strategies:
For our Growth strategies, the Emerald process includes the production of an internal report on each company, which includes a brief company description, its competitive advantage, an assessment of management, specific growth drivers,
7
risks, valuation (and its comparables), and why Emerald should buy now. Idea generation resides with E...
Get the Full Report
The entire Emerald investment team is dedicated to intense fundamental, bottom- up research designed to identify unrecognized, under-researched, undervalued as well as overvalued companies. We're constantly on the road visiting companies, meeting management and workers, and touring facilities. This hands-on approach provides Emerald with unique insights into industry trends as well as company specific trends that we believe gives us an advantage over managers who rely solely on traditional, top-down research techniques.
Growth Strategies:
For our Growth strategies, the Emerald process includes the production of an internal report on each company, which includes a brief company description, its competitive advantage, an assessment of management, specific growth drivers,
7
risks, valuation (and its comparables), and why Emerald should buy now. Idea generation resides with E...
Get the Full Report
EMERALD ADVISERS INC Portfolio Concentration
EMERALD ADVISERS INC Location
3175 OREGON PIKE
LEOLA, Pennsylvania
UNITED STATES, 17540
LEOLA, Pennsylvania
UNITED STATES, 17540
EMERALD ADVISERS INC Contact Information
Phone Number: 717-396-1116
Fax Number: 717-396-0088
Website: http://www.teamemerald.com
Fax Number: 717-396-0088
Website: http://www.teamemerald.com
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