mobile
Home > Institutional Investors > Convertible Securities

Institutional Investors

Traditional Strategies

investor-strategy-icon-traditional

Convertible Securities

Objective
  • Capitalize on the structural advantages of the convertible asset class to generate asymmetric, equity-like returns with lower volatility over the long-term
Philosophy 
  • Bottom-up, fundamental research seeks to identify investments with favorable risk/reward characteristics
  • Capitalize on market inefficiencies by investing in high quality companies with mispriced stocks and/or convertible securities
  • Bias towards growth and larger capitalization convertibles which can offer attractive and consistent capital appreciation potential across the business cycle
Benchmark

ICE BofA U.S. Convertible Index

Download the Fact Sheet
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, Convertible Strategies
Mitchell Leung, CFA
Mitchell Leung, CFA
Associate Portfolio Manager, Convertible Securities;
Senior Vice President, Analyst, Convertible Strategies
Ray Lam, CFA
Ray Lam, CFA
Lead Portfolio Manager,
Short Duration Convertible Bonds;
Senior Vice President, Analyst, Convertible Strategies
Michael Chizmar
Michael Chizmar
Vice President, Convertible Strategies

Latest Related News & Insight

Thursday, October 06, 2022
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.
Read More
Monday, November 21, 2022
Short Duration Convertible Bonds: A Compelling Alternative to Traditional Fixed Income
Posted in White Papers
The U.S. Federal Reserve’s fight against inflation through increases in the Fed Funds rate and quantitative tightening has led to the worst year on record for the U.S. fixed income markets (as measured by Bloomberg U.S. Aggregate Bond Index performance of -15.7% year-to-date through October 31, 2022). This environment, when combined with the potential for additional rate hikes, has resulted in significant losses to fixed income portfolios.
Read More
Tuesday, November 15, 2022
Post-Election Market Update
Posted in Market Commentaries
Palisade Capital Management Co-Chairman and Chief Investment Officer Dennison Veru shared his post-election update and our views on what may lie ahead for the markets as we head towards year-end.

View more Palisade News & Insight

Connect with Us

One Bridge Plaza, Suite 1095, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

Stay Informed

Sign up for our mailing list and stay up to date on the latest information and news from Palisade Capital Management.