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

BofA All U.S. Convertibles Index

At-A-Glance As of December 31, 2019

Average Investment Experience

20

YEARS

Typically Own Positions In

110-130

Issuers

Region Focus

U.S.

Investment Style

Growth

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William W. Lee
William W. 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 Chizmar
Michael Chizmar
Vice President, Convertible Securities
Max Goddard
Max Goddard
Analyst, Convertible Securities

Latest Related News & Insight

Friday, March 27, 2020
MARKET UPDATE from Dan Veru
Posted in Market Commentaries
During this stressful time, we know that your health and safety, and the wellbeing of your family and friends, is your number one priority. Like all previous crises, we will recover a stronger nation. However, as the coronavirus (COVID-19) pandemic accelerates domestically and the U.S. economy, the strongest and largest on earth, has come to a grinding halt, many of our fellow citizens are significantly impacted. We are almost certainly in a recession, but the government response is of a size and scale that has never been seen before, even during the 2008 financial crisis. I am confident that the economy will endure and a three- to six-month bottoming process for stocks and corporate bonds has likely begun.
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Monday, March 23, 2020
OPERATIONAL UPDATE
Posted in Announcements
As mentioned in our prior updates, all Palisade team members have the capability and tools to work from home for extended periods of time without any disruption to our investment management operations or your client experience. In fact, every Palisade employee has worked remotely for at least a portion of the past three weeks while our office technically remained open.
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Monday, March 16, 2020
Palisade Operational Update
Posted in Announcements
Anxiety and fear are running high across the board, and with good reason, as the world is simultaneously dealing with two of the most sensitive topics for individuals: health and finances. We understand your concerns and want to once again reassure you that Palisade is operating smoothly during this difficult period.
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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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