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Institutional Investors

Palisade's tireless fundamental research seeks to identify opportunities with long-term potential before the market does. From traditional strategies to alternatives, we have developed a select lineup of investment solutions that seek to deliver attractive results to institutional clients, ERISA plans, family offices, and foundations.

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Traditional Strategies

Small Cap Core Equity Smid Cap Core Equity: Our Core Equity strategies seek to provide attractive risk adjusted returns over a full market cycle regardless of market environment.

Focused Equity: Invests in a diversified, yet focused portfolio of well-managed companies in all capitalization ranges.

Convertible Securities: Seeks to provide equity-like returns with lower risk than (and senior capital standing to) common stocks.

Short Duration Convertible Bond: Seeks to generate asymmetric returns by investing in short-term domestic convertible bonds.

Alternative Strategies

Hedged Convertibles: Seeks to generate favorable asymmetric, non-correlated returns with greater upside capture than downside participation when viewed relative to equity and convertibles benchmarks.

Connect with a Palisade professional regarding our Institutional Investment strategies

Institutional Investment Professionals

Dawn Brock

: Partner
Research, Core Equity Strategies

Michael Chizmar

: Vice President
Convertible Strategies

Kyle Kavanaugh

: Partner
Associate Portfolio Manager -
Small Cap Core Equity;
Research, Core Equity Strategies

William W. Lee

: Partner
Senior Portfolio Manager,
Convertible Strategies

Mitchell Leung, CFA

: Senior Vice President
Associate Portfolio Manager,
Convertible Securities;
Analyst, Convertible Strategies

Garo Norian, CFA

: Partner
Research, Core Equity Strategies

William Potter

: Partner
Senior Portfolio Manager,
Focused Equity

Marc Shapiro

: Partner
Senior Portfolio Manager,
Core Equity Strategies

Dennison “Dan” T. Veru

: Senior Partner
Chief Investment Officer

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