Palisade Capital Management

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Focused All Cap Growth Equity

Objective

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.

Philosophy

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.

Benchmark

S&P 500® Index

At-A-Glance As of December 31, 2016

Investment Experience

33+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$38

BILLION

Maximum weight

8%

 

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
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.
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Monday, March 06, 2017
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Posted in Announcements
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Tuesday, February 21, 2017
Samantha Kangos Joins Palisade Capital as Marketing Associate
Posted in Announcements
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