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

Monday, January 01, 2018
Alison Berman Named President of Palisade Capital Management
Posted in Announcements
Alison Berman, a member of Palisade’s Board of Directors and Chairperson of the Firm’s Operating Committee, was named President of Palisade effective January 1, 2018. Alison joined Palisade in 2011 as Associate General Counsel, initially managing and overseeing various legal functions at the Firm. She has subsequently worked closely with all of the Firm’s operational groups, including compliance, risk management, operations, client service, and human resources on various Firm initiatives, and has fostered a strong collaboration across the Firm’s various functional areas. Alison played a key role in establishing Palisade’s Operating Committee, which formulates and implements Palisade’s strategic vision and works to develop the Firm’s next generation of senior leadership. She has also served as a Director of several portfolio companies owned by private equity funds managed by Palisade. Prior to joining Palisade, Ms. Berman was an attorney in the Mergers and Acquisitions group at Skadden, Arps, Slate, Meagher & Flom LLP, where she represented a variety of corporate and private equity clients in buy-side and sell-side transactions. Ms. Berman was involved in both contested and negotiated transactions, and worked on deals ranging from small private equity acquisitions to $50 billion public company sales. Ms. Berman received her Juris Doctor from the Benjamin N. Cardozo School of Law and her undergraduate degree from Brown University.
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

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