Palisade Capital Management

mobile
Home > Institutional Investors > Convertible Securities

Institutional Investors

Traditional Strategies

investor-strategy-icon-traditional

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 March 31, 2019

Average Investment Experience

20+

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

Wednesday, June 12, 2019
Small Cap Equities and the Case for Core
Posted in White Papers
The composition of the small cap growth and value benchmarks within small cap equities has evolved and created an often-overlooked pitfall – the potential for unwanted industry concentration and portfolio exposures. Palisade believes that active small cap core equity investing represents a better solution. For the detailed analysis, please download our latest white paper.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, May 06, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On May 6, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the market reaction to the latest US-China trade developments.
Read More
Monday, April 15, 2019
Allison J. Chase joins Palisade as Assistant Vice President, Client Reporting and Analytics
Posted in Announcements
Allison J. Chase, CIPM joined Palisade Capital Management in April 2019 as Assistant Vice President, Client Reporting and Analytics. Ms. Chase’s responsibilities include the management and production of client reporting, portfolio analytics, and marketing materials across all investment strategies.
Read More

View more Palisade News & Insight

Connect with Us

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

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.