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General Investing >> Money Manager Interviews >> September 7, 2018

Assessing the Small-Cap Space by Meeting with Management Teams

Garner, Joseph W.
Joseph W. Garner is Director of Research and a member of the Small Cap Growth Portfolio Management team at Emerald Advisers LLC, and he is also a Portfolio Manager of the Emerald Growth Fund. Mr. Garner’s research is focused on small and midsize firms in the business services, capital goods, consumer, financial services and technology sectors. In 1997, he was named as a “Home-Run Hitter” by Institutional Investor magazine and has appeared on Bloomberg Television and CNBC. He also has been quoted in Fortune, Bloomberg Business News, USA Today, Dow Jones News Service, Standard & Poor’s, MarketWatch, Investor’s Business Daily, The Wall Street Journal and other media. Mr. Garner is a director for the Millersville University Foundation and Chairman of the investment committee, and previously was the President of the board of directors for the foundation. Prior to joining Emerald in 1994, Mr. Garner was the Program Manager of the PA Economic Development Financing Authority — PEDFA — and an economic development analyst with the PA Department of Commerce’s Office of Technology Development. Mr. Garner graduated magna cum laude with a B.A. in economics from Millersville University and received an MBA from the University of Pittsburgh. Profile
Sears, Stacey L.
Stacey L. Sears is Senior Vice President and a member of the Small Cap Portfolio Management team since 2002 at Emerald Advisers LLC. Ms. Sears has been employed by Emerald since 1992 and maintains research coverage of the retail, apparel, consumer goods and consumer technology companies and is primarily responsible for Emerald’s portfolio-management-related client communications. She has been quoted in Fortune, Money, the Dow Jones News Service and various regional newspapers. Ms. Sears received a B.S. in business administration from Millersville University and an MBA from Villanova University. Profile
Word count: 5,132

TWST: Could you tell me a little bit about the firm?

Ms. Sears: Sure. The firm was founded in 1991 under the basic premise that earnings

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