Palisade Capital Management

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Convertible Securities

Objective

Palisade’s Convertible Securities strategy seeks positive equity-like returns with lower risk than (and senior capital standing to) common stocks. The strategy focuses on publicly traded, US convertible securities.

Philosophy

We believe that companies whose business models are not well understood are often mispriced. Palisade conducts intensive, bottom-up, fundamental research to identify and capitalize on high quality companies with mispriced stocks and/or convertible securities. We also have a bias towards growth and larger cap convertibles.

Benchmark

Bank of America Merrill Lynch All US Convertibles Index

At-A-Glance As of December 31, 2016

Average Investment Experience

23+

YEARS

Typically Own Positions In

70-90

Issuers

Region Focus

U.S.

Investment Style

Growth

Want to Learn More?
Investment Team
Bill Lee
Bill Lee
Managing Director,
Senior Portfolio Manager
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
James J. McNeil
James J. McNeil
Senior Vice President, Convertible Securities

Latest Related News & Insight

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.
Read More
Monday, March 06, 2017
James McNeil joins Palisade Capital as Senior Vice President, Convertible Securities
Posted in Announcements
Mr. McNeil joined Palisade Capital Management in March 2017 as Senior Vice President of Convertible Securities. In this role, Mr. McNeil has responsibility for security selection for the Firm’s Long Convertible Securities, Short Duration Convertible Bond, and Hedged Convertibles strategies, with a focus on trading and credit.
Read More
Tuesday, February 21, 2017
Samantha Kangos Joins Palisade Capital as Marketing Associate
Posted in Announcements
Ms. Kangos joined Palisade in February 2017. As a Marketing Associate, Ms. Kangos is responsible for completing Requests for Proposals (RFPs) and for developing, preparing, and revising marketing materials. In addition, she works to ensure that Palisade’s data is properly maintained and current in consultant databases.
Read More

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

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