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

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