Palisade Capital Management

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Convertible Securities

Objective

Palisade’s Convertible Securities strategy seeks positive equity-like returns with lower risk than (and senior capital standing to) common stocks. The strategy focuses on publicly traded, US convertible securities.

Philosophy

We believe that companies whose business models are not well understood are often mispriced. Palisade conducts intensive, bottom-up, fundamental research and seeks to identify and capitalize on high quality companies with mispriced stocks and/or convertible securities. We also have a bias towards growth and larger cap convertibles.

Benchmark

Bank of America Merrill Lynch All U.S. Convertibles Index

At-A-Glance As of September 30, 2018

Average Investment Experience

19+

YEARS

Typically Own Positions In

70-90

Issuers

Region Focus

U.S.

Investment Style

Growth

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
Bill Lee
Bill Lee
Managing Director,
Senior Portfolio Manager
Mitchell Leung, CFA
Mitchell Leung, CFA
Senior Vice President &
Associate Portfolio Manager
Long Convertible Securities
Ray Lam, CFA
Ray Lam, CFA
Senior Vice President &
Associate Portfolio Manager
Short Duration Convertible Bonds
James J. McNeil
James J. McNeil
Senior Vice President, Convertible Securities
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities

Latest Related News & Insight

Tuesday, December 04, 2018
Trade Truce
Posted in Market Commentaries
Dan Veru, Chief Investment Officer, shares his thoughts following the temporary Trade Truce that was reached between the U.S. and China at the G-20 summit.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Friday, November 30, 2018
Trade and Fed Policy at a Critical Inflection Point
Posted in Market Commentaries
Thoughts from our Chief Investment Officer, Dan Veru, as trade and Fed policy reach a critical inflection point.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, November 12, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On November 12, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the markets and the mid-term elections.
Read More

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One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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