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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 December 31, 2019

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$172

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
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer & Co-Chairman

Latest Related News & Insight

Friday, February 07, 2020
Special Update: The Impact of Coronavirus on Markets
Posted in Webinars
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.
Read More
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.
Read More

View more Palisade News & Insight

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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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