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Institutional Investors

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

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Traditional Strategies

Small Cap Core Equity
Seeks to provide attractive risk-adjusted returns with an emphasis on capital preservation regardless of the market environment.
Focused All Cap Growth Equity
Invests in a diversified, yet focused portfolio of well-managed companies in all capitalization ranges.
Convertible Securities
Seeks to provide equity-like returns with lower risk than (and senior capital standing to) common stocks.
Short Duration Convertible Bond
Seeks to generate absolute asymmetric returns by investing in short-term domestic convertible bonds.
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Alternative Strategies

Hedged Convertibles
Seeks to generate positive, non-correlated returns with low volatility 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

Mark Berman
Mark Berman
Vice President, Focused All Cap Growth Equity
Dawn Brock
Dawn Brock
Senior Vice President, Research
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Bill Lee
Bill Lee
Managing Director,
Senior Portfolio Manager
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
James J. McNeil
James J. McNeil
Senior Vice President, Convertible Securities
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Jeffrey D. Serkes
Jeffrey D. Serkes
Chief Operating Officer
Marc Shapiro
Marc Shapiro
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Executive Vice President,
Chief Investment Officer, Institutional

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