Palisade Capital Management

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Focused All Cap Equity

Objective

Palisade’s Focused All Cap Equity portfolios seek to achieve attractive long-term performance over full market cycles, primarily through fundamental, bottom-up research.  We apply risk analysis tools, measuring sector and style factors that can limit inadvertent exposures and may enhance risk-adjusted returns.

Philosophy

We believe a focused portfolio best applies our experience, diligence, and judgment to more accurately and consistently predict long-term outcomes and potentially generate attractive returns.  Through fundamental research and company meetings, we seek to narrow the universe down to a portfolio comprised of 20-30 compounders of shareowner value.  Portfolio company management teams tend to distinguish themselves through continuous operational improvement, highly competitive corporate strategies, and disciplined/effective deployment of capital.

Benchmark

Russell 3000® Index

At-A-Glance As of September 30, 2018

Investment Experience

20+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$126

BILLION

Maximum weight

15%

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Mark Berman
Mark Berman
Vice President, Focused All Cap Equity

Latest Related News & Insight

Tuesday, December 04, 2018
Trade Truce
Posted in Market Commentaries
Dan Veru, Chief Investment Officer, shares his thoughts following the temporary Trade Truce that was reached between the U.S. and China at the G-20 summit.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Friday, November 30, 2018
Trade and Fed Policy at a Critical Inflection Point
Posted in Market Commentaries
Thoughts from our Chief Investment Officer, Dan Veru, as trade and Fed policy reach a critical inflection point.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, November 12, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On November 12, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the markets and the mid-term elections.
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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