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

Focused All Cap Growth Equity

Palisade’s Focused All Cap Growth Equity strategy is led by Senior Portfolio Manager Will Potter with the support of Analyst Mark Berman. Our objective is to invest in a diversified, yet focused portfolio of well-managed companies in all capitalization ranges. Through fundamental research, we seek to narrow the universe down to a portfolio typically comprised of 20-30 compounders of shareowner value. We prefer portfolio company management teams that distinguish themselves through continuous operational improvement, highly-competitive corporate strategies, and disciplined/effective deployment of capital. Palisade’s Focused All Cap Growth Equity strategy is currently available through separately managed accounts.

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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 Bill Lee, is responsible for managing our Convertible Securities (CS), Short Duration Convertible Bond (SDCB), and Hedged Convertibles (HC) portfolios. Our team’s extensive experience, discipline through market cycles, and strong equity research help distinguish Palisade from our peers. CS portfolios are available through separate accounts and subadvised mutual fund engagements, SDCB portfolios are available through separate accounts, and HC portfolios are available through separate accounts and a private fund (available only to Accredited Investors).

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

Private Equity

Since 1997, Palisade has raised five 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

Monday, May 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
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Thursday, April 27, 2017
Max Goddard Joins Palisade Capital as Analyst, Convertible Securities
Posted in Announcements
Mr. Goddard joined Palisade Capital Management in April 2017 as an Analyst for the Convertible Securities team. In this role, Mr. Goddard has responsibility for portfolio, performance, risk analysis, and reporting across all of Palisade's convertible strategies. Mr. Goddard will also assist with trade execution and convertible research.
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Monday, April 10, 2017
Beata Tannuzzo Joins Palisade Capital as Managing Director, Finance and Operations
Posted in Announcements
Ms. Tannuzzo joined Palisade Capital Management in April 2017 as Managing Director of Finance and Operations. In this role, Ms. Tannuzzo has responsibility for overseeing and managing Palisade’s Operations Department. Ms. Tannuzzo and her team work closely with portfolio managers, custodians, and fund administrators to ensure that all of Palisade’s clients’ needs are satisfied.
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Latest Research and White Papers
Tuesday, April 14, 2015
Rising Rates and the Strong Dollar:      The Case for Small Cap Investing
In April 2015, Chief Investment Officer Dennison "Dan" T. Veru released a white paper discussing the allocation of capital in a rising interest rate and strong dollar environment.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.

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 | Get Directions | Contact Us

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