Palisade Capital Management

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Focused All Cap Equity

Objective

Palisade’s Focused All Cap Equity portfolios seek to achieve attractive long-term performance over full market cycles, primarily through fundamental, bottom-up research.  We apply risk analysis tools, measuring sector and style factors that can limit inadvertent exposures and may enhance risk-adjusted returns.

Philosophy

We believe a focused portfolio best applies our experience, diligence, and judgment to more accurately and consistently predict long-term outcomes and potentially generate attractive returns.  Through fundamental research and company meetings, we seek to narrow the universe down to a portfolio comprised of 20-30 compounders of shareowner value.  Portfolio company management teams tend to distinguish themselves through continuous operational improvement, highly competitive corporate strategies, and disciplined/effective deployment of capital.

Benchmark

Russell 3000® Index

At-A-Glance As of June 30, 2018

Investment Experience

20+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$107

BILLION

Maximum weight

15%

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William L. Potter
William L. Potter
Managing Director,
Senior Portfolio Manager
Mark Berman
Mark Berman
Vice President, Focused All Cap Equity

Latest Related News & Insight

Monday, October 08, 2018
Nga Ho joins Palisade as Assistant Vice President, Accounting & Operations
Posted in Announcements
Nga Ho joined Palisade in October 2018 as Assistant Vice President, Accounting & Operations. Ms. Ho is responsible for account reconciliations, trade settlement, portfolio accounting and reporting for our institutional business.
Read More
Monday, October 08, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On October 8, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss rising yields and the global markets.
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Tuesday, September 18, 2018
Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 18, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss potential market dynamics after the mid-term elections.
Read More

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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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