Palisade Capital Management

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Small Cap Core Equity

Objective

Palisade’s Small Cap Core Equity portfolios seek to provide attractive risk-adjusted returns with an emphasis on capital preservation regardless of the market environment.

Philosophy

We conduct intensive, bottom-up, fundamental stock research and seek to identify high quality, attractively priced companies that can finance internal growth and consistently grow earnings. We believe that management makes a difference, consistency counts, and that sustainability and quality of earnings typically stem from a dominant franchise or a defensible market niche.

Benchmark

Russell 2000® Index

At-A-Glance As of June 30, 2017

Average Investment Experience

22+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$3.8

BILLION

Appx. Portfolio Turnover Rate

19%

(1 YR ANNUALIZED)

Want to Learn More?
Investment Team
Marc Shapiro
Marc Shapiro
Managing Director,
Senior Portfolio Manager
Kyle M. Kavanaugh
Kyle M. Kavanaugh
Associate Portfolio Manager,
Senior Vice President, Research
Dawn Brock
Dawn Brock
Senior Vice President, Research
Garo Norian, CFA
Garo Norian, CFA
Senior Vice President, Research

Latest Related News & Insight

Monday, May 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
Read More
Thursday, April 27, 2017
Max Goddard Joins Palisade Capital as Analyst, Convertible Securities
Posted in Announcements
Mr. Goddard joined Palisade Capital Management in April 2017 as an Analyst for the Convertible Securities team. In this role, Mr. Goddard has responsibility for portfolio performance, risk analysis, and reporting across all of Palisade's convertible strategies. Mr. Goddard also assists with trade execution and convertible research.
Read More
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

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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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