Palisade Capital Management

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A fundamentally different
way to invest.

As an independent asset manager established in 1995, Palisade Capital Management thinks, invests, and treats our clients in a manner that is fundamentally different from other managers. We believe in putting clients first, constant communication, fundamental research — and much more.

We invite you to see the difference being different can make:

Pencils
Investment Teams

Focused All Cap Equity

Palisade’s Focused All Cap Equity strategy is led by Senior Portfolio Manager Will Potter with the support of Analyst Mark Berman. Our objective is to invest in a diversified, yet focused portfolio of well-managed companies in all capitalization ranges. Through fundamental research, we seek to narrow the universe down to a portfolio typically comprised of 20-30 compounders of shareowner value. We prefer portfolio company management teams that distinguish themselves through continuous operational improvement, highly-competitive corporate strategies, and disciplined/effective deployment of capital. Palisade’s Focused All Cap Equity strategy is currently available through separately managed accounts.

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Investment Teams

Small Cap Core Equity

Led by Senior Portfolio Manager Marc Shapiro, Palisade’s experienced four-member Small Cap Core Equity team utilizes a research-intensive, disciplined investment process that integrates bottom-up fundamental stock research with a conviction-weighted approach to portfolio construction. This patient investment approach seeks outperformance regardless of market environment. Palisade’s Small Cap Core Equity portfolios are available through separately managed accounts, subadvised mutual fund engagements, a collective investment trust, and various wrap, SMA and UMA platforms.

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Investment Teams

Convertible Securities

Palisade's six-member Convertible Securities team, led by Senior Portfolio Manager Bill Lee, is responsible for managing our Convertible Securities (CS), Short Duration Convertible Bond (SDCB), and Hedged Convertibles (HC) portfolios. Our team’s extensive experience, discipline through market cycles, and strong equity research help distinguish Palisade from our peers. CS portfolios are available through separate accounts and subadvised mutual fund engagements, SDCB portfolios are available through separate accounts, and HC portfolios are available through separate accounts and a private fund (available only to Accredited Investors).

Strategies:
Investment Teams

Private Wealth Management

Private Wealth Management has served as a cornerstone of Palisade’s business since the firm’s founding in 1995. Our highly experienced team of Private Wealth Portfolio Managers average over three decades each of building and managing diversified portfolios for individuals, families, and organizations. Each manager works directly with clients to understand their individual financial needs, expectations, and goals, and then designs a portfolio that fits these unique circumstances.

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Investment Teams

Private Equity

Since 1997, Palisade has raised five private equity funds totaling over $400 million in capital. Our Private Equity funds seek to achieve attractive total returns through investments in small-to middle-market private and out-of-favor small public companies that represent “special situations” or growth opportunities. Palisade’s private equity funds are currently fully invested and are no longer open to new investors.

Investment Teams

News & Insight

Monday, July 09, 2018
Palisade Capital Management’s Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On July 9, 2018, Palisade Capital Management's Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss recent market trends.
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Monday, July 02, 2018
Palisade Capital’s Solutions Approach Highlighted in Top1000Funds.com
Posted in Media Appearances
Investment approach to market volatility drives product design using convertible bonds.
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Wednesday, June 20, 2018
Palisade Capital Management’s Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On June 20, 2018, Palisade Capital Management's Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss convertible securities in a rising rate environment.
Read More

View all Recent News & Insight

Latest Research and White Papers
Thursday, May 24, 2018
Convertibles Uniquely Positioned to Address Today’s Investor Concerns
Managing Director and Senior Portfolio Manager Bill Lee published a white paper discussing the unique positioning of Convertible Securities in the current market environment.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.

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We Believe…

Learn more about Who We Are

  

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…in comprehensive, bottom-up fundamental research - analyzing the numbers, visiting facilities, interviewing management teams, evaluating customer experiences, and performing channel checks.

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…collaboration is critical to superior investment outcomes. Our team-oriented culture creates a constant flow of ideas and information across the firm that benefits every client.

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…there is no substitute for a rigorous valuation discipline. We initiate positions based on our conviction to an investment thesis and continually challenge and review this thesis with a strict and unemotional buy/sell discipline.

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…personal attention is essential to lasting client relationships. Our ongoing dialogue with our clients provides opportunities for both parties to share in—and shape—a successful investment outcome.

Connect with Us

One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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