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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 June 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

Monday, October 08, 2018
Nga Ho joins Palisade as Assistant Vice President, Accounting & Operations
Posted in Announcements
Nga Ho joined Palisade in October 2018 as Assistant Vice President, Accounting & Operations. Ms. Ho is responsible for account reconciliations, trade settlement, portfolio accounting and reporting for our institutional business.
Read More
Monday, October 08, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 8, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss rising yields and the global markets.
Read More
Tuesday, September 18, 2018
Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 18, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss potential market dynamics after the mid-term elections.
Read More

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