Equity Strategies

Our Investment Approach to
Small Cap and Small-Mid Cap Equities

Palisade Capital Management seeks to provide attractive, risk-adjusted returns over a full market cycle. We follow a disciplined, repeatable investment process, maintaining a long-term perspective and focus on quality companies with strong management teams and consistent execution. Collaboration is key to our process, based on strong leadership that incorporates the contribution of each team member into investment decisions.

LEARN MORE ABOUT
SMALL CAP CORE EQUITY
LEARN MORE ABOUT
SMALL-MID CAP CORE EQUITY

Our Investment Approach to Focused Equity

Our Focused Equity strategy is a high-conviction portfolio that seeks to deliver attractive, long-term performance over a full market cycle. We focus only on companies that we deem to be select compounders of shareholder value - those companies with operational excellence that can drive free cash flow and disciplined capital deployment that generates strong returns on invested capital. Our innovative investment philosophy and focused stock selection help to identify companies with the potential for strong organic growth through effective capital deployment, complemented by inorganic growth opportunities through strategic acquisitions.

LEARN MORE ABOUT
FOCUSED EQUITY

Convertible Strategies

Palisade Capital Management offers several convertible securities strategies that seek to take advantage of the asymmetrical return profile of convertibles. These hybrid financial instruments pay a stated coupon to their maturity date, often have put and call features, and are higher in the capital structure than stocks.

As a result, convertibles offer a yield advantage over stocks and allow participation in equity price appreciation while limiting volatility and downside capture. We follow an active, fundamental approach, incorporating strong credit research and active trading of positions. The convertibles team believes strongly in collaboration, sharing ideas across the firm to leverage Palisade's full expertise and knowledge for the benefit of our clients.

Short Duration Convertible Bonds

Long-only, typically event-driven strategy investing in U.S. bonds, seeking to provide downside protection with limited equity sensitivity by constraining the remaining maturity or put date of securities in the portfolio to three years or less and only considering securities within defined purchase price parameters.

LEARN MORE ABOUT SHORT
DURATION CONVERTIBLE BONDS

Long Convertible Securities

Long-only return-driven strategy investing in U.S. bonds and preferreds, seeking to provide downside protection with potential for participation in upside equity performance, focusing security selection on “growth” convertibles, with an underweight in small cap convertibles.

LEARN MORE ABOUT
LONG CONVERTIBLE SECURITIES

Hedged Convertibles

Long and short return-driven strategy with macro hedges. Investing in U.S. bonds, preferreds, mandatories, equities, and options with a bias based on equity and/or credit views.

LEARN MORE ABOUT
HEDGED CONVERTIBLES

Palisade works with individuals and families with substantial assets to understand their short- and long-term cash flow needs, circumstances, and objectives. Based on this understanding, we develop a plan and investment strategy designed to help them achieve their long-term goals for their wealth.

LEARN MORE ABOUT OUR SOLUTIONS
FOR INDIVIDUALS AND FAMILIES

Want to learn more?

Find out more about our investment strategies and gain valuable insights from our experienced team of investment professionals.

* Required Field

Learn more about Palisade Capital Management and our investment and wealth management capabilities.
About us

Information

© All Content Copyright 2023 Palisade Capital Management, LP

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 info@palcap.com, 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.

This website uses cookies

We use cookies to analyze our traffic. Learn more about our Privacy Policy.