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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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

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:

• Convertible Securities
• Short Duration Convertible Bond
• Hedged Convertibles

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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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.

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