Palisade Capital Management

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Traditional Strategies

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Small Cap Core Equity

Objective

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

Philosophy

We conduct intensive, bottom-up, fundamental stock research 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 December 31, 2016

Average Investment Experience

22+

Years

Typical Number of Holdings

75-85

 

Weighted average market cap

$3.4

BILLION

APPX. portfolio turnover rate

30%

 

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, 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
Thursday, January 12, 2017
Q4 2016 Investor commentary
Posted in Market Commentaries
The final quarter of 2016 was bountiful for equity investors, but less so for bond holders. Most equity indices broke or flirted with record highs in the December period. The interest rate jump after the November election took its toll on bonds, as the Barclays Bond Aggregate Index ETF fell almost 4% in the period. Oil continued its slow and steady recovery from the lows of last February, though gold fell in the period.
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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