Palisade Capital Management is an independent, boutique asset manager of specialized U.S. equity and convertible strategies

Founded in Fundamentals

We offer a select lineup of actively managed equity and convertible investment solutions designed to provide attractive risk-adjusted returns that meet the investment needs of corporations, private and public plans, intermediaries, family offices, and endowments and foundations.

Our investors benefit from the bottom-up fundamental research-intensive methodology that is our heritage and the cornerstone of our investment philosophy, driving our conviction-weighted approach to portfolio construction. Risk management is also core to our approach, with expertise and oversight fully integrated into the investment process. A collegial environment and a collaborative, team-oriented culture helps us to always deliver our best thinking to our clients.

Our Approach to Equities

Our approach for each strategy is based on bottom-up security selection that meets our stringent investment criteria. We follow a disciplined, repeatable investment process and align portfolio risk levels with the investment process, thesis, and mandate.


Our Approach to Convertibles

We believe that the asymmetrical return profile of convertibles can offer return, risk management, and diversification benefits over certain traditional equity and fixed income strategies.


An ESG Lens on Equities

In our view, companies that consider environmental, social, and governance (ESG) factors are more likely to be successful in the long term, and we integrate this conviction into our fundamental analysis and security selection process for our equity strategies. For investors with specific socially responsible investment parameters, we can develop customized portfolios that incorporate their constraints.

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This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. This website is provided for informational purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective clients are encouraged to contact us by phone at (201) 585-7733, by email at, or consult with the professional advisor of their choosing.

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP (“Palisade”) is engaged, or continues to be engaged, to provide investment advisory services. The 2023 CNBC FA 100 ranking was conferred on September 12, 2023. Data provider AccuPoint Solutions applied CNBC’s proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. The data Palisade provided to CNBC was as of May 31, 2023. Click here for a full discussion of CNBC’s methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

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