Palisade Capital Management

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A fundamentally different
way to invest.

As an independent asset manager established in 1995, Palisade Capital Management thinks, invests, and treats our clients in a manner that is fundamentally different from other managers. We believe in putting clients first, constant communication, fundamental research — and much more.

We invite you to see the difference being different can make:

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Investment Teams

Growth Equity

Palisade’s six-member Growth Equity team, led by Senior Portfolio Managers Sammy Oh and Will Potter, employs a collaborative approach and has unique experience in the post-venture growth continuum. Utilizing intensive company-specific fundamental research, the team has navigated our clients’ Small Cap Growth, Smid Cap Growth, and Mid Cap Growth Equity portfolios through multiple investment cycles. Palisade’s Growth Equity portfolios are available through separately managed accounts, subadvised mutual fund engagements, a collective investment trust, and various wrap, SMA, and UMA platforms.

Strategies:
Investment Teams

Small Cap Core Equity

Led by Senior Portfolio Manager Marc Shapiro, Palisade’s experienced four-member Small Cap Core Equity team utilizes a research-intensive, disciplined investment process that integrates bottom-up fundamental stock research with a conviction-weighted approach to portfolio construction. This patient investment approach seeks outperformance regardless of market environment. Palisade’s Small Cap Core Equity portfolios are available through separately managed accounts, subadvised mutual fund engagements, a collective investment trust, and various wrap, SMA and UMA platforms.

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Investment Teams

Convertible Securities

Palisade's six-member Convertible Securities team, led by Senior Portfolio Manager Elliot Stiefel, CFA, and Portfolio Manager Bill Lee, is responsible for managing our clients' Convertible Securities and Convertible Arbitrage portfolios. This team's average individual experience of 27 years each in the investment industry, discipline throughout all market cycles, and strong equity research help distinguish it from other managers. Palisade's Convertible Securities portfolios are available through separately managed accounts, subadvised mutual fund engagements, and various SMA platforms, while our Convertible Arbitrage strategy is available through a private fund and separately managed accounts.

Strategies:
Investment Teams

Private Wealth Management

Private Wealth Management has served as a cornerstone of Palisade’s business since the firm’s founding in 1995. Our highly experienced team of Private Wealth Portfolio Managers average over three decades each of building and managing diversified portfolios for individuals, families, and organizations. Each manager works directly with clients to understand their individual financial needs, expectations, and goals, and then designs a portfolio that fits these unique circumstances.

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Investment Teams

Long Short Equity

Palisade’s Long Short Equity strategy is led by Portfolio Manager Paul Flather and primarily focuses on US small- and mid-capitalization stocks that have limited research coverage. Paul Flather has spent the past 19 years developing original research, performing field work, and conducting independent analysis, which he uses to seek alpha generation on both long and short positions. Palisade’s Long Short Equity strategy is available through a private fund and separately managed accounts.

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Investment Teams

Private Equity

Since 1997, Palisade has raised four private equity funds totaling over $400 million in capital. Our Private Equity funds seek to achieve attractive total returns through investments in small-to middle-market private and out-of-favor small public companies that represent “special situations” or growth opportunities. Palisade’s private equity funds are currently fully invested and are no longer open to new investors.

Investment Teams

News & Insight

Friday, July 11, 2014
Q2 2014 Investor Commentary
Posted in Market Commentaries
“We prefer equities to bonds at the present time.” In July 2014, Palisade Capital Management released its second quarter 2014 investment commentary, presenting our analysis of the current state of equity and bond markets.
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Tuesday, June 24, 2014
Ivana Rosenberg joins Palisade Capital as Associate, Investor Relations and Marketing
Posted in Announcements
Ivana Rosenberg joined Palisade Capital on June 24, 2014 as Investor Relations and Marketing Associate. In this role, Ms. Rosenberg will focus on client support and investor relations for Palisade's institutional clients. Ms. Rosenberg will report to Jim Marrone, Managing Director, Head of Institutional Sales and Investor Relations.
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Tuesday, May 20, 2014
Palisade Capital Management CIO - Institutional Dennison T. Veru Appears on Fox Business “Opening Bell with Maria Bartiromo”
Posted in Media Appearances
On May 20, 2014, Palisade Capital's Chief Investment Officer - Institutional Dennison T. Veru appeared on Fox Business with Maria Bartiromo”.
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Latest Research and White Papers
Thursday, July 25, 2013
The Incredible Shrinking Stock Market and the Case for Small Cap Investing
On July 25, 2013 Palisade Capital Management published Chief Investment Officer – Institutional Dennison “Dan” T. Veru’s white paper entitled “The Incredible Shrinking Stock Market and the Case for Small Cap Investing”, which outlines Dan’s thoughts on small cap investing in the current market environment. Contact us today for a free copy of this report.
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We Believe…

Learn more about Who We Are

  

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…in comprehensive, bottom-up fundamental research - analyzing the numbers, visiting facilities, interviewing management teams, evaluating customer experiences, and performing channel checks.

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…collaboration is critical to superior investment outcomes. Our team-oriented culture creates a constant flow of ideas and information across the firm that benefits every client.

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…there is no substitute for a rigorous valuation discipline. We initiate positions based on our conviction to an investment thesis and continually challenge and review this thesis with a strict and unemotional buy/sell discipline.

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…personal attention is essential to lasting client relationships. Our ongoing dialogue with our clients provides opportunities for both parties to share in—and shape—a successful investment outcome.

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | (800) 330-9966 | Get Directions | Contact Us

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