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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.


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
Senior Vice President, Research
Michael Chizmar
Vice President, Convertible Strategies
Kyle Kavanaugh
Associate Portfolio Manager
Small Cap Core Equity
Senior Vice President of Research
Ray Lam, CFA
Lead Portfolio Manager,
Short Duration Convertible Bonds;
Senior Vice President, Analyst, Convertible Strategies
William W. Lee
Managing Director, Senior Portfolio Manager, Convertible Strategies
Mitchell Leung, CFA
Associate Portfolio Manager, Convertible Securities;
Senior Vice President, Analyst, Convertible Strategies
Garo Norian, CFA
Senior Vice President, Research
William Potter
Managing Director,
Senior Portfolio Manager
Jeffrey D. Serkes
Senior Advisor, Board Member
Marc Shapiro
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Chief Investment Officer
Co-Chairman, Board of Directors

Connect with Us

One Bridge Plaza, Suite 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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