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:

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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

Tuesday, April 17, 2018
Palisade Mourns the Loss of Founder Martin L. Berman
Posted in Announcements

We are very sad to announce that Palisade Capital Management Founder Martin L.  Berman, 77, passed away unexpectedly last night after a brief illness that emerged only a few days ago.  We send our deepest condolences to Marty’s family.

Palisade has lost an inspired leader and a great friend.  Marty treated each of Palisade’s clients and employees like family, and his unparalleled commitment to the firm and its clients will be greatly missed.  Marty leaves behind a strong legacy that will inspire us forever.

While Marty’s passing was unexpected, he worked tirelessly over the past several years to ensure Palisade’s continuity and success in the future.  The firm will continue to be led by President Alison Berman, Vice Chairman Jack Feiler, Chief Investment Officer Dan Veru, and Palisade’s Operating Committee and Board of Directors, who together with all of Palisade’s employees are committed to honoring Marty’s memory by continuing to grow our Firm and serving our clients with distinction.

PALISADE CAPITAL MANAGEMENT, LLC

Monday, January 01, 2018
Alison Berman Named President of Palisade Capital Management
Posted in Announcements
Alison Berman, a member of Palisade’s Board of Directors and Chairperson of the Firm’s Operating Committee, was named President of Palisade effective January 1, 2018. Alison joined Palisade in 2011 as Associate General Counsel, initially managing and overseeing various legal functions at the Firm. She has subsequently worked closely with all of the Firm’s operational groups, including compliance, risk management, operations, client service, and human resources on various Firm initiatives, and has fostered a strong collaboration across the Firm’s various functional areas. Alison played a key role in establishing Palisade’s Operating Committee, which formulates and implements Palisade’s strategic vision and works to develop the Firm’s next generation of senior leadership. She has also served as a Director of several portfolio companies owned by private equity funds managed by Palisade. Prior to joining Palisade, Ms. Berman was an attorney in the Mergers and Acquisitions group at Skadden, Arps, Slate, Meagher & Flom LLP, where she represented a variety of corporate and private equity clients in buy-side and sell-side transactions. Ms. Berman was involved in both contested and negotiated transactions, and worked on deals ranging from small private equity acquisitions to $50 billion public company sales. Ms. Berman received her Juris Doctor from the Benjamin N. Cardozo School of Law and her undergraduate degree from Brown University.
Wednesday, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
Posted in White Papers
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

Download the White Paper

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

View all Recent News & Insight

Latest Research and White Papers
Wednesday, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

Download the White Paper

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

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.

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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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