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Small-Mid Cap Core Equity
Objective
Strong risk adjusted returns over a full market cycle regardless of the market environment
Philosophy
- Bottom-up, fundamental stock research
- Disciplined Stock Selection: Seek to identify high-quality stocks that exhibit a specific set of financial characteristics with steady and consistent growth over a multi-year time frame
- Low Turnover: Long-term investment horizon results in a deeper understanding of a company’s business strategy and market positioning, allowing us to capitalize on short-term stock volatility, trade around existing positions, and potentially generate favorable upside/downside capture
- Conviction-Weighted Approach: Conviction weighting such that the top ten names typically represent greater than 20% of the portfolio.
- Utilizes the longstanding investment approach of Palisade's Small Cap Core Equity strategy: Consistent investment philosophy and process with our flagship equity strategy
Benchmark
Russell 2500™ Index
News & Insights

Veru: Starting first phase of long-term small cap outperformance relative to large
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, discussing his views regarding the start of the first pha...
Friday, October 3, 2025

Small/Smid Cap Stocks: The Overlooked Asset Class 2.0
Warren Buffet famously said, “The stock market is a device for transferring wealth from the impatient to the patient.” A...
Monday, March 31, 2025

Veru: Discussions on tariffs are negotiation means to an end
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, stating tariffs are negotiation tools, with companies ada...
Friday, February 14, 2025