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 09/30/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 109% of the manager's regulatory AUM.

EMERALD ADVISERS INC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EMERALD ADVISERS INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEEV 1.94% Health 4.51% 0.18% 1 7%
EPAM 1.54% Tech -9.93% -0.13% 1 4%
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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,





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risks, valuation (and its comparables), and why Emerald should buy now. Idea generation resides with E...
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EMERALD ADVISERS INC Portfolio Concentration

EMERALD ADVISERS INC Location

3175 OREGON PIKE
LEOLA, Pennsylvania
UNITED STATES, 17540

EMERALD ADVISERS INC Contact Information

Phone Number: 717-396-1116
Fax Number: 717-396-0088
Website:

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