General Investing >> Money Manager Interviews >> September 17, 2021
Building a Barbell Portfolio: Mega Caps Offset Smaller Growth Names
David A. Volpe, CFA, is Deputy Chief Investment Officer at Emerald Advisers, LLC. Earlier, Mr. Volpe was First Deputy City Controller for the City of Philadelphia. He also was Chief Investment Officer of the Philadelphia Gas Works Pension System. Mr. Volpe received a B.A. degree in political science from Potsdam College and a master’s degree in public administration from Penn State University. Profile
Stephen Amsterdam is Senior Research Analyst and Associate Portfolio Manager at Emerald Advisers, LLC. He also serves as a member of the Mid Cap Growth and All Cap Growth Portfolio Management teams. He focuses on network infrastructure, optical technologies, embedded electronics, and unified communications. Earlier, Mr. Amsterdam was founding managing director of PA Early Stage Partners, a $50M early-stage venture capital fund, and senior associate of TLVentures, an $800M venture capital fund associated with Safeguard Scientifics. He is a graduate of Lehigh University. Profile
Joseph Hovorka is Senior Research Analyst and Associate Portfolio Manager at Emerald Advisers, LLC. He is a member of the Mid Cap Growth and All Cap Growth Portfolio Management teams and a Senior Research Analyst focusing on consumer discretionary companies. Earlier, he was Managing Director of equity research at Raymond James. He covered the leisure and entertainment industries. He is a graduate of Cleveland State University. Profile
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TWST: Why don’t we start out by talking about Emerald Advisers?
Mr. Volpe: Sure. The firm was founded almost 30 years ago,