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Find out more about our Focused All Cap Growth Equity strategy and gain valuable insight from our experienced team of investment professionals.
Palisade’s Focused All Cap Growth Equity portfolios seek to achieve superior long-term performance over full market cycles, primarily through fundamental, bottom-up research. We apply risk analysis tools, measuring sector and style factors that can limit inadvertent exposures and enhance risk-adjusted returns.
We believe a focused portfolio is the best way to apply our experience, diligence, and judgment to more accurately and consistently predict long-term outcomes and generate superior returns. Through fundamental research and company meetings, we narrow the universe down to a portfolio comprised of 20-30 compounders of shareowner value. Portfolio company management teams tend to distinguish themselves through continuous operational improvement, highly-competitive corporate strategies, and disciplined/effective deployment of capital.
S&P 500® Index
Typical Number of Holdings
Weighted average market cap