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Institutional Investors

Palisade's tireless fundamental research seeks to identify opportunities with the best long-term potential before the market does. From traditional strategies to alternatives, we have developed a select lineup of unique investment solutions that seek to deliver superior results to institutional clients, ERISA plans, family offices, and foundations.

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Traditional Strategies

Small Cap Core Equity
Seeks to provide superior risk-adjusted returns with an emphasis on capital preservation regardless of the market environment.
Small Cap Growth Equity
Invests in dynamic, high growth small cap companies that have scalable infrastructures, fundamentally strong business models, and attractive risk/reward profiles.
Smid Cap Growth Equity
Invests in small- to mid-cap companies that are attractively valued, have a strong market position, and have business fundamentals that provide strong prospects for growth.
Mid Cap Growth Equity
Invests in mid-cap companies that have improving return on capital, strong business fundamentals, and a proven track record of dynamic growth through the earlier stages of development.
Convertible Securities
Seeks to provide equity-like returns with lower risk than (and senior capital standing to) common stocks.
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Alternative Strategies

Convertible Arbitrage
Seeks to generate positive, non-correlated returns with low volatility in all market conditions.
Long Short Equity
Utilizes both long and short investments to seek positive returns in all market conditions.
Private Equity
Invests in small- to middle-market private and out-of-favor small public companies with the potential for significant growth.

Connect with a Palisade professional regarding our Institutional Investment strategies

Institutional Investment Professionals

Dawn Brock
Dawn Brock
Senior Vice President, Research
Lisa S. Chai
Lisa S. Chai
Senior Vice President, Research
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Paul Flather
Paul Flather
Portfolio Manager,
Long Short Equity
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Kevin Klarnet, CFA
Kevin Klarnet, CFA
Director,
Convertible Securities
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President, Convertible Securities
Bill Lee
Bill Lee
Portfolio Manager, Convertible Securities
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President, Convertible Securities
Allen R. Margolius
Allen R. Margolius
Associate Portfolio Manager,
Senior Vice President, Research
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research
Sammy Oh
Sammy Oh
Managing Director,
Senior Portfolio Manager
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Jason W. Rich
Jason W. Rich
Senior Vice President,
Private Equity
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Marc Shapiro
Marc Shapiro
Senior Portfolio Manager
Shiv Sharma
Shiv Sharma
Private Equity Associate
Elliot B. Stiefel, CFA
Elliot B. Stiefel, CFA
Managing Director,
Senior Portfolio Manager
Kris Tomasovic Nelson, CFA
Kris Tomasovic Nelson, CFA
Senior Vice President, Research
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional
Brian Zimmerman
Brian Zimmerman
Associate Portfolio Manager,
Senior Vice President, Research

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

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