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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

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Posted in Market Commentaries
Palisade reviews the markets over the last year. 2019 was a strong year for equities and quite a contrast to 2018.
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Monday, January 13, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On January 13, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the December jobs report and upcoming bank earnings, as well as the market’s bull run.
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Thursday, January 09, 2020
2020 Market Outlook Webinar
Posted in Webinars
In this 30-minute webinar to kick off 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru shares his current insights on the markets and answers questions from participants.

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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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