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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
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

Latest Related News & Insight

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Palisade Capital Management Chief Investment Officer Dan Veru shares Palisade's view on Coronavirus and its potential impact on the markets and client portfolios.
Monday, January 27, 2020
Michael Zampitella joins Palisade as Associate, Client Reporting & Analytics
Posted in Announcements
Michael Zampitella joined Palisade Capital Management in January 2020 as Associate, Client Reporting & Analytics. Mr. Zampitella's responsibilities include production of client reporting materials, portfolio analytics, new business proposals, and marketing collateral across all investment products.
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Tuesday, January 14, 2020
Q4 2019 Investor Commentary
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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One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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