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, 2017

Average Investment Experience

18+

YEARS

Typically Own Positions In

70-90

Issuers

Region Focus

U.S.

Investment Style

Growth

Want to Learn More?
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, September 20, 2017
The Incredible Shrinking Stock Market & the Case for Small Cap Investing: The Supply-Demand Imbalance Continues
Posted in White Papers
In August 2017, Chief Investment Officer Dennison "Dan" T. Veru released a white paper revisiting the case for Small Cap investing.

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 22, 2017
Kevin Herlihy Joins Palisade as Vice President, Investor Relations and Marketing
Posted in Announcements
Mr. Herlihy joined Palisade in May 2017 as Vice President of Investor Relations and Marketing. In this role, Mr. Herlihy is responsible for all aspects of client service, including client communications and coordination of the due diligence and RFP processes, updating and upgrading the Firm’s marketing materials, and improving the overall communications strategy with our clients and prospects.
Read More
Thursday, April 27, 2017
Max Goddard Joins Palisade Capital as Analyst, Convertible Securities
Posted in Announcements
Mr. Goddard joined Palisade Capital Management in April 2017 as an Analyst for the Convertible Securities team. In this role, Mr. Goddard has responsibility for portfolio performance, risk analysis, and reporting across all of Palisade's convertible strategies. Mr. Goddard also assists with trade execution and convertible research.
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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