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, 2020

Investment Experience

30+

YEARS

Typical Number of Holdings

20-30

 

Weighted average market cap

$291

BILLION

Maximum security weight

15%

 

Want to Learn More?

Contact us today for
ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William Potter
William Potter
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer
Co-Chairman, Board of Directors

Latest Related News & Insight

Monday, September 21, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears on “Coffee Break With Canter”
Posted in Media Appearances
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss Palisade's evolution into financial planning for our Private Wealth Management clients. Episode 2 (of 2) of Coffee Break With Canter is below.
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Friday, September 18, 2020
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On September 18, 2020, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss how a pickup in the broader market, outside of mega-cap tech and work-from-home stocks, may be an indication of an acceleration in global growth.
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Tuesday, September 15, 2020
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman Appears `on Coffee Break With Canter
Posted in Media Appearances
Palisade Capital Management Co-Chairman and Chief Executive Officer Alison Berman appeared as David Canter's guest to discuss succession planning for registered investment advisers. Episode 1 (of 2) of Coffee Break With Canter is below.
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