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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 March 31, 2020

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, May 29, 2020
Deep Dive Series: Small-Cap Banks
Posted in White Papers
The first issue of Palisade's new Deep Dive Series explores small-cap banks. The banking industry is at the heart of the American economy, and small-cap banks are at the intersection of Wall Street and Main Street.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Tuesday, May 19, 2020
Claudio Giurgiu joins Palisade as Managing Director, Information Technology
Posted in Announcements
Claudio Giurgiu joined Palisade Capital Management as Managing Director, Information Technology. Claudio is responsible for Palisade Capital Management’s day-to-day technological operations.
Read More
Monday, May 04, 2020
Q1 2020 Investor Commentary
Posted in Market Commentaries
Palisade reviews the first quarter of this year, which offered a grim counterpoint to the near-euphoric feeling that most stock and bond investors felt in 2019.
Read More

View more Palisade News & Insight

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