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, 2019

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
Michael J. Chizmar
Michael J. Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities

Latest Related News & Insight

Wednesday, October 30, 2019
Q3 2019 Investor Commentary
Posted in Market Commentaries
Third quarter stock market performance was modestly positive. The S&P 500® Index and the Dow Jones Industrial Average both advanced by 1.2%. But that small gain was erased in the first week of October, as worries over trade, manufacturing, and politics took center stage. Still, the U.S. stock market’s year-to-date advance has been impressive; through September 30, the S&P 500® returned 20.6%, its best nine-month run of any year this decade.
Read More
Friday, October 25, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 25, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss why it's always difficult to time the market's shift from growth to value, and vice-versa.
Read More
Monday, September 09, 2019
Palisade Adds Financial Planning
Posted in Announcements
Palisade Capital Management, LLC, an independent registered investment advisor with approximately $3.5 billion of assets under management, today announced that Lorraine R. Salvo, CFP®, CDFA® joined the firm as Managing Director, Private Wealth Management and Head of Financial Planning.
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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