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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:

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Investment Teams

Focused Equity

Palisade’s Focused Equity strategy is led by Senior Portfolio Manager Will Potter. 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
Smid Cap Core Equity

Led by Senior Portfolio Manager Marc Shapiro, Palisade’s experienced four-member 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 Core Equity portfolios are available through separately managed accounts, subadvised mutual fund engagements, a collective investment trust, and various wrap, SMA and UMA platforms.

Strategies:

Small Cap Core Equity
Smid Cap Core Equity

Investment Teams

Convertible Securities

Palisade's 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 Private Wealth Management team averages over three decades each of advising individuals and families on how to preserve and grow their wealth. We work directly with clients to gain an understanding of financial needs, expectations, and goals. We then develop a plan for our clients’ financial future and design an investment strategy and diversified portfolio around each client’s 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

Thursday, October 06, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.
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Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
Posted in White Papers
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.
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Tuesday, November 15, 2022
Post-Election Market Update
Posted in Market Commentaries
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and our views on what may lie ahead for the markets as we head towards year-end.

View all Recent News & Insight

Latest Research and White Papers
Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.
Find Out More and Request This White Paper

See all Research and White Papers

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 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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