Palisade Capital Management

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Focused All Cap Growth Equity

Objective

Palisade’s Focused All Cap Growth Equity portfolios seek to achieve attractive 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 may enhance risk-adjusted returns.

Philosophy

We believe a focused portfolio best applies our experience, diligence, and judgment to more accurately and consistently predict long-term outcomes and potentially generate attractive returns.  Through fundamental research and company meetings, we seek to 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.

Benchmark

S&P 500® Index

At-A-Glance As of March 31, 2017

Investment Experience

21+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$39

BILLION

Maximum weight

15%

 

Want to Learn More?
Investment Team
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Mark Berman
Mark Berman
Vice President, Focused All Cap Growth Equity

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Posted in Announcements
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Posted in Announcements
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